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Intelligent Financial Strategies’s Moody's MCO Stock Holding History

Intelligent Financial Strategies’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
-528
Closed -$178K – 107
2022
Q1 		$178K Buy
+528
New +$178K 0.17% 45

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Intelligent Financial Strategies's MCO Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Moody's (MCO) in Q2 2022, closing a stake of 528 shares — an estimated $178K sold.

Intelligent Financial Strategies first reported a position in MCO in Q1 2022 and held it in 1 quarter. The position peaked at $178K in Q1 2022. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 528 Moody's shares in Q2 2022, an estimated $178K.
  • Intelligent Financial Strategies first reported a position in Moody's in Q1 2022 and held it in 1 quarter.
  • Intelligent Financial Strategies's Moody's position peaked at $178K in Q1 2022.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.