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

Jupiter Investment 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
2019 Q4	–	Sell	-7,536	Closed	-$1.54M	–	484
2019 Q3	$1.54M	Buy	+7,536	New	+$1.58M	0.02%	326
2017 Q1	–	Sell	-28,722	Closed	-$2.71M	–	447
2016 Q4	$2.71M	Buy	+28,722	New	+$2.9M	0.05%	176
2015 Q4	–	Sell	-42,538	Closed	-$4.18M	–	339
2015 Q3	$4.18M	Buy	+42,538	New	+$4.53M	0.12%	145
2015 Q1	–	Sell	-5,600	Closed	-$536K	–	389
2014 Q4	$536K	Buy	+5,600	New	+$543K	0.02%	298
2014 Q2	–	Sell	-33,400	Closed	-$2.65M	–	383
2014 Q1	$2.65M	Buy	+33,400	New	+$2.62M	0.18%	149
2013 Q3	–	Sell	-206,905	Closed	-$12.6M	–	307
2013 Q2	$12.6M	Buy	+206,905	New	+$12.6M	1.52%	3

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

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

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

ACM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jupiter Investment Management's MCO Position: Q4 2019 in Review

Jupiter Investment Management sold out of Moody's (MCO) in Q4 2019, closing a stake of 7,536 shares — an estimated $1.54M sold.

Jupiter Investment Management first reported a position in MCO in Q2 2013 and held it in 6 quarters. The position peaked at $12.6M in Q2 2013. 808 funds tracked by Wall St. Rank hold MCO as of Q4 2019.

Jupiter Investment Management reported no remaining Moody's position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 7,536 Moody's shares in Q4 2019, an estimated $1.54M.
Jupiter Investment Management first reported a position in Moody's in Q2 2013 and held it in 6 quarters.
Jupiter Investment Management's Moody's position peaked at $12.6M in Q2 2013.
808 funds tracked by Wall St. Rank held Moody's as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.