Kaizen Advisory’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$62K Buy
442
+46
+12% +$6.94K 0.04% 286
2018
Q3
$66K Hold
396
0.03% 292
2018
Q2
$68K Buy
396
+237
+149% +$40.1K 0.03% 280
2018
Q1
$26K Hold
159
0.03% 287
2017
Q4
$23K Buy
+159
New +$23.3K 0.01% 304

Other funds holding MCO

Kaizen Advisory's MCO Position: Q4 2018 in Review

Kaizen Advisory increased its Moody's (MCO) stake by 12% in Q4 2018, buying an estimated $6.94K and bringing the position to 442 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #286.

Kaizen Advisory first reported a position in MCO in Q4 2017 and has held it in 5 quarters since. The position peaked at $68K in Q2 2018. 658 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

  • Kaizen Advisory held 442 shares of Moody's worth $62K as of Q4 2018.
  • Kaizen Advisory bought 46 Moody's shares in Q4 2018, an estimated $6.94K.
  • Moody's made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #286 holding.
  • Kaizen Advisory first reported a position in Moody's in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Moody's position peaked at $68K in Q2 2018.
  • 658 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.