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Industrial Alliance Investment Management’s Moody's MCO Stock Holding History

Industrial Alliance 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
2023
Q1 		– Sell
-9,135
Closed -$2.54M – 560
2022
Q4 		$2.54M Hold
9,135
– – 0.07% 204
2022
Q3 		$2.22M Hold
9,135
– – 0.07% 214
2022
Q2 		$2.48M Sell
9,135
-121
-1% -$36.2K 0.07% 203
2022
Q1 		$3.12M Buy
9,256
+7,311
+376% +$2.46M 0.07% 206
2021
Q4 		$760K Buy
+1,945
New +$750K 0.02% 282

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 $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Industrial Alliance Investment Management's MCO Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of Moody's (MCO) in Q1 2023, closing a stake of 9,135 shares — an estimated $2.54M sold.

Industrial Alliance Investment Management first reported a position in MCO in Q4 2021 and held it in 5 quarters. The position peaked at $3.12M in Q1 2022. 964 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Industrial Alliance Investment Management reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 9,135 Moody's shares in Q1 2023, an estimated $2.54M.
  • Industrial Alliance Investment Management first reported a position in Moody's in Q4 2021 and held it in 5 quarters.
  • Industrial Alliance Investment Management's Moody's position peaked at $3.12M in Q1 2022.
  • 964 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.