Hennessy Advisors Inc’s Moody's MCO Stock Holding History

Hennessy Advisors Inc’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
2022 Q3	–	Sell	-800	Closed	-$218K	–	284
2022 Q2	$218K	Sell	800 -6,200	-89%	-$1.85M	0.01%	279
2022 Q1	$2.36M	Sell	7,000 -1,200	-15%	-$404K	0.12%	242
2021 Q4	$3.2M	Buy	8,200 +200	+3%	+$77.1K	0.18%	195
2021 Q3	$2.84M	Hold	8,000	–	–	0.17%	207
2021 Q2	$2.9M	Hold	8,000	–	–	0.16%	223
2021 Q1	$2.39M	Sell	8,000 -400	-5%	-$113K	0.14%	236
2020 Q4	$2.44M	Buy	8,400 +400	+5%	+$112K	0.16%	205
2020 Q3	$2.32M	Hold	8,000	–	–	0.16%	165
2020 Q2	$2.2M	Sell	8,000 -1,000	-11%	-$254K	0.15%	175
2020 Q1	$1.9M	Sell	9,000 -3,000	-25%	-$729K	0.14%	162
2019 Q4	$2.85M	Hold	12,000	–	–	0.15%	187
2019 Q3	$2.46M	Buy	12,000 +1,000	+9%	+$210K	0.12%	210
2019 Q2	$2.15M	Hold	11,000	–	–	0.1%	239
2019 Q1	$1.99M	Sell	11,000 -500	-4%	-$82.2K	0.09%	236
2018 Q4	$1.61M	Sell	11,500 -3,500	-23%	-$528K	0.08%	239
2018 Q3	$2.51M	Hold	15,000	–	–	0.09%	232
2018 Q2	$2.56M	Hold	15,000	–	–	0.09%	239
2018 Q1	$2.42M	Buy	15,000 +4,000	+36%	+$648K	0.08%	243
2017 Q4	$1.62M	Hold	11,000	–	–	0.05%	262
2017 Q3	$1.53M	Sell	11,000 -500	-4%	-$65.7K	0.05%	256
2017 Q2	$1.4M	Buy	+11,500	New	+$1.35M	0.04%	258

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Hennessy Advisors Inc's MCO Position: Q3 2022 in Review

Hennessy Advisors Inc sold out of Moody's (MCO) in Q3 2022, closing a stake of 800 shares — an estimated $218K sold.

Hennessy Advisors Inc first reported a position in MCO in Q2 2017 and held it in 21 quarters. The position peaked at $3.2M in Q4 2021. 935 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Hennessy Advisors Inc reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
Hennessy Advisors Inc sold 800 Moody's shares in Q3 2022, an estimated $218K.
Hennessy Advisors Inc first reported a position in Moody's in Q2 2017 and held it in 21 quarters.
Hennessy Advisors Inc's Moody's position peaked at $3.2M in Q4 2021.
935 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Hennessy Advisors Inc's 13F filing for Q3 2022, filed 8 Nov 2022.