Jupiter Asset Management’s Moody's MCO Stock Holding History

Jupiter Asset 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
2022 Q2	–	Sell	-24,272	Closed	-$8.19M	–	614
2022 Q1	$8.19M	Sell	24,272 -21,277	-47%	-$7.16M	0.1%	212
2021 Q4	$17.8M	Sell	45,549 -1,906	-4%	-$735K	0.2%	156
2021 Q3	$16.8M	Buy	47,455 +24,017	+102%	+$9.05M	0.19%	155
2021 Q2	$8.48M	Sell	23,438 -18	-0.1%	-$5.99K	0.09%	222
2021 Q1	$7M	Sell	23,456 -5,129	-18%	-$1.44M	0.07%	267
2020 Q4	$8.29M	Sell	28,585 -102,684	-78%	-$28.7M	0.08%	247
2020 Q3	$38M	Buy	131,269 +9,713	+8%	+$2.77M	0.4%	61
2020 Q2	$33.4M	Buy	121,556 +8,167	+7%	+$2.07M	1.11%	14
2020 Q1	$24M	Buy	113,389 +32,931	+41%	+$8M	1.04%	19
2019 Q4	$19.1M	Buy	80,458 +31,959	+66%	+$7.1M	0.59%	34
2019 Q3	$9.93M	Sell	48,499 -31,452	-39%	-$6.59M	0.32%	85
2019 Q2	$15.7M	Sell	79,951 -25,503	-24%	-$4.84M	0.5%	55
2019 Q1	$19.1M	Buy	+105,454	New	+$17.3M	0.62%	43
2018 Q3	–	Sell	-33,719	Closed	-$5.75M	–	250
2018 Q2	$5.75M	Buy	33,719 +7,401	+28%	+$1.25M	0.17%	150
2018 Q1	$4.25M	Sell	26,318 -6,182	-19%	-$1M	0.13%	162
2017 Q4	$4.8M	Buy	+32,500	New	+$4.76M	0.14%	159
2015 Q1	–	Sell	-12,600	Closed	-$1.21M	–	228
2014 Q4	$1.21M	Buy	12,600 +2,300	+22%	+$223K	0.04%	217
2014 Q3	$973K	Buy	+10,300	New	+$944K	0.03%	218

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

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

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

Jupiter Asset Management's MCO Position: Q2 2022 in Review

Jupiter Asset Management sold out of Moody's (MCO) in Q2 2022, closing a stake of 24,272 shares — an estimated $8.19M sold.

Jupiter Asset Management first reported a position in MCO in Q3 2014 and held it in 18 quarters. The position peaked at $38M in Q3 2020. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Jupiter Asset Management reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Jupiter Asset Management sold 24,272 Moody's shares in Q2 2022, an estimated $8.19M.
Jupiter Asset Management first reported a position in Moody's in Q3 2014 and held it in 18 quarters.
Jupiter Asset Management's Moody's position peaked at $38M in Q3 2020.
950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Jupiter Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.