Haverford Financial Services’s Moody's MCO Stock Holding History

Haverford Financial Services’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,005	Closed	-$559K	–	59
2022 Q4	$559K	Hold	2,005	–	–	0.15%	56
2022 Q3	$487K	Hold	2,005	–	–	0.15%	56
2022 Q2	$545K	Sell	2,005 -790	-28%	-$236K	0.16%	57
2022 Q1	$943K	Sell	2,795 -1,515	-35%	-$509K	0.23%	50
2021 Q4	$1.68M	Hold	4,310	–	–	0.38%	34
2021 Q3	$1.53M	Hold	4,310	–	–	0.37%	34
2021 Q2	$1.56M	Hold	4,310	–	–	0.38%	33
2021 Q1	$1.29M	Hold	4,310	–	–	0.34%	38
2020 Q4	$1.25M	Hold	4,310	–	–	0.34%	34
2020 Q3	$1.25M	Hold	4,310	–	–	0.38%	34
2020 Q2	$1.18M	Hold	4,310	–	–	0.4%	32
2020 Q1	$912K	Sell	4,310 -1,690	-28%	-$411K	0.37%	38
2019 Q4	$1.42M	Hold	6,000	–	–	0.45%	33
2019 Q3	$1.23M	Hold	6,000	–	–	0.42%	35
2019 Q2	$1.17M	Hold	6,000	–	–	0.41%	35
2019 Q1	$1.09M	Buy	6,000 +1,200	+25%	+$197K	0.39%	35
2018 Q4	$672K	Buy	+4,800	New	+$724K	0.28%	41

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Haverford Financial Services's MCO Position: Q1 2023 in Review

Haverford Financial Services sold out of Moody's (MCO) in Q1 2023, closing a stake of 2,005 shares — an estimated $559K sold.

Haverford Financial Services first reported a position in MCO in Q4 2018 and held it in 17 quarters. The position peaked at $1.68M in Q4 2021. 964 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Haverford Financial Services reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Haverford Financial Services sold 2,005 Moody's shares in Q1 2023, an estimated $559K.
Haverford Financial Services first reported a position in Moody's in Q4 2018 and held it in 17 quarters.
Haverford Financial Services's Moody's position peaked at $1.68M in Q4 2021.
964 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Haverford Financial Services's 13F filing for Q1 2023, filed 12 May 2023.