Inherent Group’s Moody's MCO Stock Holding History

Inherent Group’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 Q2	–	Sell	-1,000	Closed	-$337K	–	33
2022 Q1	$337K	Sell	1,000 -3,000	-75%	-$1.01M	0.06%	29
2021 Q4	$1.56M	Sell	4,000 -4,606	-54%	-$1.78M	0.27%	40
2021 Q3	$3.06M	Sell	8,606 -4,882	-36%	-$1.84M	0.26%	38
2021 Q2	$4.89M	Sell	13,488 -17,000	-56%	-$5.66M	0.45%	30
2021 Q1	$9.1M	Buy	+30,488	New	+$8.59M	1.28%	19

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Inherent Group's MCO Position: Q2 2022 in Review

Inherent Group sold out of Moody's (MCO) in Q2 2022, closing a stake of 1,000 shares — an estimated $337K sold.

Inherent Group first reported a position in MCO in Q1 2021 and held it in 5 quarters. The position peaked at $9.1M in Q1 2021. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Inherent Group reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Inherent Group sold 1,000 Moody's shares in Q2 2022, an estimated $337K.
Inherent Group first reported a position in Moody's in Q1 2021 and held it in 5 quarters.
Inherent Group's Moody's position peaked at $9.1M in Q1 2021.
950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Inherent Group's 13F filing for Q2 2022, filed 15 Aug 2022.