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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return