Kanawha Capital Management’s Moody's MCO Stock Holding History

Kanawha Capital 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
2024 Q3	–	Sell	-1,001	Closed	-$421K	–	234
2024 Q2	$421K	Buy	+1,001	New	+$398K	0.03%	175
2023 Q4	–	Sell	-1,000	Closed	-$316K	–	206
2023 Q3	$316K	Hold	1,000	–	–	0.03%	173
2023 Q2	$348K	Hold	1,000	–	–	0.03%	169
2023 Q1	$306K	Hold	1,000	–	–	0.03%	181
2022 Q4	$279K	Hold	1,000	–	–	0.03%	188
2022 Q3	$243K	Hold	1,000	–	–	0.03%	182
2022 Q2	$272K	Hold	1,000	–	–	0.03%	178
2022 Q1	$337K	Sell	1,000 -4	-0.4%	-$1.34K	0.03%	170
2021 Q4	$392K	Hold	1,004	–	–	0.03%	167
2021 Q3	$357K	Buy	1,004 +4	+0.4%	+$1.51K	0.03%	166
2021 Q2	$362K	Sell	1,000 -2	-0.2%	-$666	0.03%	167
2021 Q1	$299K	Hold	1,002	–	–	0.03%	175
2020 Q4	$291K	Buy	1,002 +2	+0.2%	+$559	0.03%	174
2020 Q3	$290K	Hold	1,000	–	–	0.03%	165
2020 Q2	$275K	Hold	1,000	–	–	0.03%	166
2020 Q1	$212K	Hold	1,000	–	–	0.03%	171
2019 Q4	$237K	Buy	+1,000	New	+$222K	0.03%	183

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kanawha Capital Management's MCO Position: Q3 2024 in Review

Kanawha Capital Management sold out of Moody's (MCO) in Q3 2024, closing a stake of 1,001 shares — an estimated $421K sold.

Kanawha Capital Management first reported a position in MCO in Q4 2019 and held it in 17 quarters. The position peaked at $421K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

Kanawha Capital Management reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
Kanawha Capital Management sold 1,001 Moody's shares in Q3 2024, an estimated $421K.
Kanawha Capital Management first reported a position in Moody's in Q4 2019 and held it in 17 quarters.
Kanawha Capital Management's Moody's position peaked at $421K in Q2 2024.
1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Kanawha Capital Management's 13F filing for Q3 2024, filed 29 Oct 2024.