HIM
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Hillsdale Investment Management’s Moody's MCO Stock Holding History

Hillsdale Investment 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
2020
Q4 		– Sell
-1,570
Closed -$455K – 630
2020
Q3 		$455K Buy
+1,570
New +$448K 0.04% 338
2020
Q1 		– Sell
-35
Closed -$8K – 641
2019
Q4 		$8K Buy
+35
New +$7.78K ﹤0.01% 501
2014
Q2 		– Sell
-130
Closed -$10K – 569
2014
Q1 		$10K Hold
130
– – ﹤0.01% 483
2013
Q4 		$10K Sell
130
-4,100
-97% -$300K ﹤0.01% 473
2013
Q3 		$297K Sell
4,230
-1,500
-26% -$98.4K 0.09% 197
2013
Q2 		$349K Buy
+5,730
New +$348K 0.11% 130

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Hillsdale Investment Management's MCO Position: Q4 2020 in Review

Hillsdale Investment Management sold out of Moody's (MCO) in Q4 2020, closing a stake of 1,570 shares — an estimated $455K sold.

Hillsdale Investment Management first reported a position in MCO in Q2 2013 and held it in 6 quarters. The position peaked at $455K in Q3 2020. 932 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

  • Hillsdale Investment Management reported no remaining Moody's position as of Q4 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,570 Moody's shares in Q4 2020, an estimated $455K.
  • Hillsdale Investment Management first reported a position in Moody's in Q2 2013 and held it in 6 quarters.
  • Hillsdale Investment Management's Moody's position peaked at $455K in Q3 2020.
  • 932 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Hillsdale Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.