Highland Private Wealth Management’s Moody's MCO Stock Holding History

Highland Private Wealth Management’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	-745	Closed	-$203K	–	191
2022 Q2	$203K	Buy	745 +30	+4%	+$8.97K	0.03%	181
2022 Q1	$241K	Buy	715 +46	+7%	+$15.5K	0.03%	162
2021 Q4	$261K	Sell	669 -1,493	-69%	-$576K	0.03%	156
2021 Q3	$768K	Buy	2,162 +1,567	+263%	+$590K	0.11%	69
2021 Q2	$215K	Buy	+595	New	+$198K	0.03%	160

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

Highland Private Wealth Management's MCO Position: Q3 2022 in Review

Highland Private Wealth Management sold out of Moody's (MCO) in Q3 2022, closing a stake of 745 shares — an estimated $203K sold.

Highland Private Wealth Management first reported a position in MCO in Q2 2021 and held it in 5 quarters. The position peaked at $768K in Q3 2021. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Highland Private Wealth Management reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
Highland Private Wealth Management sold 745 Moody's shares in Q3 2022, an estimated $203K.
Highland Private Wealth Management first reported a position in Moody's in Q2 2021 and held it in 5 quarters.
Highland Private Wealth Management's Moody's position peaked at $768K in Q3 2021.
934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Highland Private Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.