JB Capital’s Moody's MCO Stock Holding History

JB Capital’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 Q3	–	Sell	-986	Closed	-$268K	–	202
2022 Q2	$268K	Buy	986 +18	+2%	+$5.38K	0.03%	198
2022 Q1	$327K	Sell	968 -102	-10%	-$34.3K	0.03%	190
2021 Q4	$418K	Buy	1,070 +1	+0.1%	+$386	0.04%	180
2021 Q3	$379K	Buy	+1,069	New	+$403K	0.05%	196

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

JB Capital's MCO Position: Q3 2022 in Review

JB Capital sold out of Moody's (MCO) in Q3 2022, closing a stake of 986 shares — an estimated $268K sold.

JB Capital first reported a position in MCO in Q3 2021 and held it in 4 quarters. The position peaked at $418K in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

JB Capital reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
JB Capital sold 986 Moody's shares in Q3 2022, an estimated $268K.
JB Capital first reported a position in Moody's in Q3 2021 and held it in 4 quarters.
JB Capital's Moody's position peaked at $418K in Q4 2021.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on JB Capital's 13F filing for Q3 2022, filed 14 Oct 2022.