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IQ EQ Fund Management’s Moody's MCO Stock Holding History

IQ EQ Fund 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
2021
Q4 		– Sell
-1,573
Closed -$559K – 249
2021
Q3 		$559K Hold
1,573
– – 0.09% 178
2021
Q2 		$570K Hold
1,573
– – 0.09% 178
2021
Q1 		$470K Hold
1,573
– – 0.08% 183
2020
Q4 		$457K Hold
1,573
– – 0.11% 160
2020
Q3 		$456K Hold
1,573
– – 0.14% 136
2020
Q2 		$432K Hold
1,573
– – 0.15% 103
2020
Q1 		$333K Sell
1,573
-63
-4% -$15.3K 0.14% 109
2019
Q4 		$388K Sell
1,636
-321
-16% -$71.3K 0.12% 115
2019
Q3 		$401K Hold
1,957
– – 0.13% 114
2019
Q2 		$382K Buy
+1,957
New +$371K 0.12% 122

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IQ EQ Fund Management's MCO Position: Q4 2021 in Review

IQ EQ Fund Management sold out of Moody's (MCO) in Q4 2021, closing a stake of 1,573 shares — an estimated $559K sold.

IQ EQ Fund Management first reported a position in MCO in Q2 2019 and held it in 10 quarters. The position peaked at $570K in Q2 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

  • IQ EQ Fund Management reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
  • IQ EQ Fund Management sold 1,573 Moody's shares in Q4 2021, an estimated $559K.
  • IQ EQ Fund Management first reported a position in Moody's in Q2 2019 and held it in 10 quarters.
  • IQ EQ Fund Management's Moody's position peaked at $570K in Q2 2021.
  • 1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on IQ EQ Fund Management's 13F filing for Q4 2021, filed 2 Feb 2022.