Jacobs Levy Equity Management’s Moody's MCO Stock Holding History

Jacobs Levy Equity 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
2017 Q2	–	Sell	-7,334	Closed	-$822K	–	976
2017 Q1	$822K	Sell	7,334 -3,626	-33%	-$389K	0.02%	583
2016 Q4	$1.03M	Buy	+10,960	New	+$1.11M	0.02%	547
2015 Q4	–	Sell	-222,214	Closed	-$21.8M	–	854
2015 Q3	$21.8M	Sell	222,214 -3,330	-1%	-$354K	0.45%	69
2015 Q2	$24.4M	Buy	225,544 +122,915	+120%	+$13.2M	0.46%	60
2015 Q1	$10.7M	Sell	102,629 -90,809	-47%	-$8.77M	0.18%	159
2014 Q4	$18.5M	Buy	193,438 +187,908	+3,398%	+$18.2M	0.32%	98
2014 Q3	$523K	Sell	5,530 -80,787	-94%	-$7.4M	0.01%	602
2014 Q2	$7.57M	Sell	86,317 -72,840	-46%	-$6M	0.13%	212
2014 Q1	$12.6M	Sell	159,157 -302,323	-66%	-$23.7M	0.21%	141
2013 Q4	$36.2M	Buy	461,480 +80,140	+21%	+$5.87M	0.54%	47
2013 Q3	$26.8M	Buy	+381,340	New	+$25M	0.45%	59

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Jacobs Levy Equity Management's MCO Position: Q2 2017 in Review

Jacobs Levy Equity Management sold out of Moody's (MCO) in Q2 2017, closing a stake of 7,334 shares — an estimated $822K sold.

Jacobs Levy Equity Management first reported a position in MCO in Q3 2013 and held it in 11 quarters. The position peaked at $36.2M in Q4 2013. 546 funds tracked by Wall St. Rank hold MCO as of Q2 2017.

Jacobs Levy Equity Management reported no remaining Moody's position as of Q2 2017 after selling out during the quarter.
Jacobs Levy Equity Management sold 7,334 Moody's shares in Q2 2017, an estimated $822K.
Jacobs Levy Equity Management first reported a position in Moody's in Q3 2013 and held it in 11 quarters.
Jacobs Levy Equity Management's Moody's position peaked at $36.2M in Q4 2013.
546 funds tracked by Wall St. Rank held Moody's as of Q2 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2017, filed 14 Aug 2017.