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Kelly Financial Services’s Moody's MCO Stock Holding History

Kelly Financial Services’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
-217
Closed -$73.3K – 701
2022
Q1 		$73.3K Sell
217
-22
-9% -$7.4K 0.03% 143
2021
Q4 		$93.2K Buy
239
+82
+52% +$31.6K 0.04% 131
2021
Q3 		$55.9K Sell
157
-45,196
-100% -$17M 0.03% 144
2021
Q2 		$125K Buy
45,353
+45,332
+215,867% +$15.1M ﹤0.01% 350
2021
Q1 		$6.29K Sell
21
-13
-38% -$3.66K ﹤0.01% 369
2020
Q4 		$9.87K Buy
+34
New +$9.51K 0.01% 276

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kelly Financial Services's MCO Position: Q2 2022 in Review

Kelly Financial Services sold out of Moody's (MCO) in Q2 2022, closing a stake of 217 shares — an estimated $73.3K sold.

Kelly Financial Services first reported a position in MCO in Q4 2020 and held it in 6 quarters. The position peaked at $125K in Q2 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Kelly Financial Services reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Kelly Financial Services sold 217 Moody's shares in Q2 2022, an estimated $73.3K.
  • Kelly Financial Services first reported a position in Moody's in Q4 2020 and held it in 6 quarters.
  • Kelly Financial Services's Moody's position peaked at $125K in Q2 2021.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.