KB Financial Partners’s Moody's MCO Stock Holding History

KB Financial Partners’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
2023 Q3	$1.23M	Buy	3,890 +28	+0.7%	+$9.52K	0.35%	30
2023 Q2	$1.34M	Buy	3,862 +3,655	+1,766%	+$1.16M	0.37%	26
2023 Q1	$63K	Sell	207 -42	-17%	-$12.7K	0.02%	238
2022 Q4	$69K	Buy	249 +33	+15%	+$9.03K	0.02%	238
2022 Q3	$53K	Sell	216 -25	-10%	-$7.26K	0.02%	240
2022 Q2	$66K	Sell	241 -6	-2%	-$1.79K	0.02%	233
2022 Q1	$83K	Buy	247 +30	+14%	+$10.1K	0.02%	234
2021 Q4	$85K	Buy	+217	New	+$83.7K	0.02%	241
2021 Q3	–	Sell	-269	Closed	-$97K	–	403
2021 Q2	$97K	Sell	269 -214	-44%	-$71.2K	0.04%	208
2021 Q1	$144K	Buy	+483	New	+$136K	0.06%	182

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KB Financial Partners's MCO Position: Q3 2023 in Review

KB Financial Partners increased its Moody's (MCO) stake by 0.73% in Q3 2023, buying an estimated $9.52K and bringing the position to 3,890 shares worth $1.23M. The position accounts for 0.35% of the portfolio, ranked #30.

KB Financial Partners first reported a position in MCO in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2023. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

KB Financial Partners held 3,890 shares of Moody's worth $1.23M as of Q3 2023.
KB Financial Partners bought 28 Moody's shares in Q3 2023, an estimated $9.52K.
Moody's made up 0.35% of KB Financial Partners's portfolio in Q3 2023, its #30 holding.
KB Financial Partners first reported a position in Moody's in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Moody's position peaked at $1.34M in Q2 2023.
1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.