Jacobi Capital Management’s Moody's MCO Stock Holding History

Jacobi Capital 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	-96	Closed	-$34K	–	944
2021 Q3	$34K	Hold	96	–	–	﹤0.01%	744
2021 Q2	$35K	Hold	96	–	–	﹤0.01%	716
2021 Q1	$29K	Hold	96	–	–	﹤0.01%	706
2020 Q4	$28K	Hold	96	–	–	﹤0.01%	658
2020 Q3	$28K	Hold	96	–	–	﹤0.01%	596
2020 Q2	$26K	Hold	96	–	–	﹤0.01%	589
2020 Q1	$20K	Buy	+96	New	+$23.3K	﹤0.01%	575

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacobi Capital Management's MCO Position: Q4 2021 in Review

Jacobi Capital Management sold out of Moody's (MCO) in Q4 2021, closing a stake of 96 shares — an estimated $34K sold.

Jacobi Capital Management first reported a position in MCO in Q1 2020 and held it in 7 quarters. The position peaked at $35K in Q2 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

Jacobi Capital Management reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 96 Moody's shares in Q4 2021, an estimated $34K.
Jacobi Capital Management first reported a position in Moody's in Q1 2020 and held it in 7 quarters.
Jacobi Capital Management's Moody's position peaked at $35K in Q2 2021.
1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.