Hilton Capital Management’s Moody's MCO Stock Holding History

Hilton Capital 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
2021 Q2	–	Sell	-200	Closed	-$60K	–	147
2021 Q1	$60K	Buy	+200	New	+$56.3K	0.01%	121
2019 Q4	–	Sell	-200	Closed	-$41K	–	226
2019 Q3	$41K	Hold	200	–	–	0.01%	210
2019 Q2	$39K	Hold	200	–	–	0.01%	240
2019 Q1	$36K	Hold	200	–	–	﹤0.01%	251
2018 Q4	$28K	Hold	200	–	–	0.01%	214
2018 Q3	$33K	Hold	200	–	–	﹤0.01%	212
2018 Q2	$34K	Buy	+200	New	+$33.9K	0.01%	235

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

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

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

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

ACM

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Hilton Capital Management's MCO Position: Q2 2021 in Review

Hilton Capital Management sold out of Moody's (MCO) in Q2 2021, closing a stake of 200 shares — an estimated $60K sold.

Hilton Capital Management first reported a position in MCO in Q2 2018 and held it in 7 quarters. The position peaked at $60K in Q1 2021. 939 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Hilton Capital Management reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
Hilton Capital Management sold 200 Moody's shares in Q2 2021, an estimated $60K.
Hilton Capital Management first reported a position in Moody's in Q2 2018 and held it in 7 quarters.
Hilton Capital Management's Moody's position peaked at $60K in Q1 2021.
939 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Hilton Capital Management's 13F filing for Q2 2021, filed 11 Aug 2021.