IronBridge Private Wealth’s Moody's MCO Stock Holding History

IronBridge Private Wealth’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	–	Sell	-56	Closed	-$22K	–	191
2021 Q4	$22K	Hold	56	–	–	0.01%	124
2021 Q3	$20K	Hold	56	–	–	0.01%	101
2021 Q2	$20K	Hold	56	–	–	0.01%	100
2021 Q1	$17K	Hold	56	–	–	0.01%	115
2020 Q4	$16K	Buy	+56	New	+$15.7K	0.01%	110

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

IronBridge Private Wealth's MCO Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Moody's (MCO) in Q1 2022, closing a stake of 56 shares — an estimated $22K sold.

IronBridge Private Wealth first reported a position in MCO in Q4 2020 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

IronBridge Private Wealth reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 56 Moody's shares in Q1 2022, an estimated $22K.
IronBridge Private Wealth first reported a position in Moody's in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Moody's position peaked at $22K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.