IndexIQ Advisors’s Moody's MCO Stock Holding History

IndexIQ Advisors’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 Q1	$4.33M	Buy	12,844 +9,951	+344%	+$3.35M	0.15%	130
2021 Q4	$1.13M	Buy	2,893 +82	+3%	+$31.6K	0.04%	285
2021 Q3	$998K	Buy	2,811 +139	+5%	+$52.4K	0.03%	307
2021 Q2	$968K	Buy	2,672 +68	+3%	+$22.6K	0.03%	291
2021 Q1	$778K	Buy	2,604 +329	+14%	+$92.7K	0.03%	297
2020 Q4	$660K	Buy	2,275 +1,066	+88%	+$298K	0.02%	298
2020 Q3	$350K	Buy	1,209 +729	+152%	+$208K	0.01%	364
2020 Q2	$132K	Buy	480 +423	+742%	+$107K	0.01%	815
2020 Q1	$12K	Sell	57 -1	-2%	-$243	﹤0.01%	821
2019 Q4	$14K	Buy	+58	New	+$12.9K	﹤0.01%	623
2019 Q1	–	Sell	-43,378	Closed	-$6.08M	–	646
2018 Q4	$6.08M	Buy	43,378 +15,726	+57%	+$2.37M	0.17%	99
2018 Q3	$4.62M	Sell	27,652 -13,128	-32%	-$2.31M	0.15%	108
2018 Q2	$6.96M	Buy	40,780 +13,570	+50%	+$2.3M	0.21%	82
2018 Q1	$4.39M	Buy	27,210 +20,328	+295%	+$3.29M	0.14%	124
2017 Q4	$1.02M	Buy	+6,882	New	+$1.01M	0.04%	378

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

IndexIQ Advisors's MCO Position: Q1 2022 in Review

IndexIQ Advisors increased its Moody's (MCO) stake by 344% in Q1 2022, buying an estimated $3.35M and bringing the position to 12,844 shares worth $4.33M. The position accounts for 0.15% of the portfolio, ranked #130.

IndexIQ Advisors first reported a position in MCO in Q4 2017 and has held it in 15 quarters since. The position peaked at $6.96M in Q2 2018. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

IndexIQ Advisors held 12,844 shares of Moody's worth $4.33M as of Q1 2022.
IndexIQ Advisors bought 9,951 Moody's shares in Q1 2022, an estimated $3.35M.
Moody's made up 0.15% of IndexIQ Advisors's portfolio in Q1 2022, its #130 holding.
IndexIQ Advisors first reported a position in Moody's in Q4 2017 and has held it in 15 quarters since.
IndexIQ Advisors's Moody's position peaked at $6.96M in Q2 2018.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.