JSF Financial’s Moody's MCO Stock Holding History

JSF Financial’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
2019 Q3	–	Sell	-1,080	Closed	-$211K	–	65
2019 Q2	$211K	Buy	+1,080	New	+$205K	0.23%	56

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JSF Financial's MCO Position: Q3 2019 in Review

JSF Financial sold out of Moody's (MCO) in Q3 2019, closing a stake of 1,080 shares — an estimated $211K sold.

JSF Financial first reported a position in MCO in Q2 2019 and held it in 1 quarter. The position peaked at $211K in Q2 2019. 767 funds tracked by Wall St. Rank hold MCO as of Q3 2019.

JSF Financial reported no remaining Moody's position as of Q3 2019 after selling out during the quarter.
JSF Financial sold 1,080 Moody's shares in Q3 2019, an estimated $211K.
JSF Financial first reported a position in Moody's in Q2 2019 and held it in 1 quarter.
JSF Financial's Moody's position peaked at $211K in Q2 2019.
767 funds tracked by Wall St. Rank held Moody's as of Q3 2019.

Based on JSF Financial's 13F filing for Q3 2019, filed 27 Feb 2020.