Jefferies Group’s Moody's MCO Stock Holding History

Jefferies Group’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	$5.88M	Buy	+24,196	New	+$7.03M	0.05%	312
2022 Q2	–	Sell	-8,000	Closed	-$2.7M	–	1737
2022 Q1	$2.7M	Buy	+8,000	New	+$2.69M	0.02%	590
2021 Q4	–	Sell	-9,200	Closed	-$3.27M	–	1861
2021 Q3	$3.27M	Buy	9,200 +8,347	+979%	+$3.15M	0.02%	570
2021 Q2	$309K	Sell	853 -17,741	-95%	-$5.9M	﹤0.01%	1300
2021 Q1	$5.55M	Sell	18,594 -4,506	-20%	-$1.27M	0.05%	346
2020 Q4	$6.7M	Buy	+23,100	New	+$6.46M	0.05%	317
2020 Q2	–	Sell	-3,051	Closed	-$645K	–	1769
2020 Q1	$645K	Sell	3,051 -4,997	-62%	-$1.21M	0.01%	1227
2019 Q4	$1.91M	Buy	8,048 +7,306	+985%	+$1.62M	0.01%	1079
2019 Q3	$152K	Buy	+742	New	+$156K	﹤0.01%	2434
2018 Q1	–	Sell	-34,661	Closed	-$5.12M	–	2527
2017 Q4	$5.12M	Buy	34,661 +9,448	+37%	+$1.38M	0.02%	556
2017 Q3	$3.51M	Sell	25,213 -148,922	-86%	-$19.6M	0.02%	672
2017 Q2	$21.2M	Buy	174,135 +44,915	+35%	+$5.26M	0.14%	115
2017 Q1	$14.5M	Buy	129,220 +83,547	+183%	+$8.96M	0.11%	171
2016 Q4	$4.31M	Buy	45,673 +37,247	+442%	+$3.76M	0.02%	629
2016 Q3	$912K	Sell	8,426 -12,776	-60%	-$1.34M	﹤0.01%	1319
2016 Q2	$1.99M	Buy	21,202 +14,718	+227%	+$1.42M	0.01%	863
2016 Q1	$626K	Sell	6,484 -3,254	-33%	-$292K	﹤0.01%	1346
2015 Q4	$977K	Buy	9,738 +5,696	+141%	+$571K	0.01%	1185
2015 Q3	$397K	Buy	4,042 +3,592	+798%	+$382K	﹤0.01%	1616
2015 Q2	$49K	Buy	+450	New	+$48.4K	﹤0.01%	2436
2015 Q1	–	Sell	-19,937	Closed	-$1.91M	–	2269
2014 Q4	$1.91M	Buy	+19,937	New	+$1.93M	0.01%	729
2014 Q2	–	Sell	-5,970	Closed	-$474K	–	2257
2014 Q1	$474K	Buy	+5,970	New	+$468K	﹤0.01%	1301
2013 Q4	–	Sell	-5,153	Closed	-$377K	–	2099
2013 Q3	$363K	Sell	5,153 -11,425	-69%	-$750K	﹤0.01%	1345
2013 Q2	$1.01M	Buy	+16,578	New	+$1.01M	0.01%	772

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

Jefferies Group's MCO Position: Q3 2022 in Review

Jefferies Group opened a new position in Moody's (MCO) in Q3 2022: 24,196 shares worth $5.88M. The stake represents 0.05% of the portfolio and ranks #312 among its holdings. This is a return to the name: Jefferies Group previously reported a position in MCO as recently as Q1 2022.

Jefferies Group first reported a position in MCO in Q2 2013 and has held it in 24 quarters since. The position peaked at $21.2M in Q2 2017. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Jefferies Group held 24,196 shares of Moody's worth $5.88M as of Q3 2022.
Moody's was a new Jefferies Group position in Q3 2022.
Moody's made up 0.05% of Jefferies Group's portfolio in Q3 2022, its #312 holding.
Jefferies Group first reported a position in Moody's in Q2 2013 and has held it in 24 quarters since.
Jefferies Group's Moody's position peaked at $21.2M in Q2 2017.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.