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Homrich & Berg’s Moody's MCO Stock Holding History

Homrich & Berg’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
Q3 		$998K Buy
+2,811
New +$1.06M 0.02% 219
2017
Q2 		– Sell
-2,252
Closed -$252K – 300
2017
Q1 		$252K Hold
2,252
– – 0.02% 256
2016
Q4 		$212K Sell
2,252
-11
-0.5% -$1.11K 0.02% 257
2016
Q3 		$245K Sell
2,263
-204
-8% -$21.5K 0.02% 242
2016
Q2 		$231K Buy
+2,467
New +$238K 0.02% 242

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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Homrich & Berg's MCO Position: Q3 2021 in Review

Homrich & Berg opened a new position in Moody's (MCO) in Q3 2021: 2,811 shares worth $998K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Homrich & Berg previously reported a position in MCO as recently as Q1 2017.

Homrich & Berg first reported a position in MCO in Q2 2016 and has held it in 5 quarters since. 969 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

  • Homrich & Berg held 2,811 shares of Moody's worth $998K as of Q3 2021.
  • Moody's was a new Homrich & Berg position in Q3 2021.
  • Moody's made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #219 holding.
  • Homrich & Berg first reported a position in Moody's in Q2 2016 and has held it in 5 quarters since.
  • 969 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.