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
2020 Q2	–	Sell	-3,800	Closed	-$804K	–	1770
2020 Q1	$804K	Sell	3,800 -1,800	-32%	-$437K	0.01%	1121
2019 Q4	$1.33M	Buy	5,600 +2,900	+107%	+$644K	0.01%	1294
2019 Q3	$553K	Buy	2,700 +2,200	+440%	+$461K	﹤0.01%	1829
2019 Q2	$98K	Buy	+500	New	+$94.9K	﹤0.01%	2284
2017 Q2	–	Sell	-133,700	Closed	-$15M	–	2425
2017 Q1	$15M	Buy	+133,700	New	+$14.3M	0.11%	161
2016 Q4	–	Sell	-29,200	Closed	-$3.16M	–	2367
2016 Q3	$3.16M	Sell	29,200 -10,400	-26%	-$1.09M	0.02%	729
2016 Q2	$3.71M	Buy	39,600 +29,200	+281%	+$2.82M	0.02%	614
2016 Q1	$1M	Buy	+10,400	New	+$935K	0.01%	1138
2014 Q1	–	Sell	-8,800	Closed	-$691K	–	2244
2013 Q4	$691K	Sell	8,800 -28,800	-77%	-$2.11M	﹤0.01%	993
2013 Q3	$2.64M	Hold	37,600	–	–	0.03%	505
2013 Q2	$2.29M	Buy	+37,600	New	+$2.28M	0.02%	460

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.