KCM
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Kendall Capital Management’s Moody's MCO Stock Holding History

Kendall 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
2022
Q3 		– Sell
-1,285
Closed -$349K – 174
2022
Q2 		$349K Sell
1,285
-130
-9% -$38.9K 0.19% 129
2022
Q1 		$477K Sell
1,415
-70
-5% -$23.5K 0.23% 112
2021
Q4 		$580K Sell
1,485
-35
-2% -$13.5K 0.28% 98
2021
Q3 		$540K Sell
1,520
-45
-3% -$17K 0.29% 94
2021
Q2 		$567K Sell
1,565
-10
-0.6% -$3.33K 0.32% 89
2021
Q1 		$470K Hold
1,575
– – 0.29% 91
2020
Q4 		$457K Hold
1,575
– – 0.33% 86
2020
Q3 		$457K Hold
1,575
– – 0.4% 73
2020
Q2 		$433K Sell
1,575
-20
-1% -$5.08K 0.41% 69
2020
Q1 		$337K Hold
1,595
– – 0.38% 71
2019
Q4 		$379K Hold
1,595
– – 0.3% 84
2019
Q3 		$327K Hold
1,595
– – 0.29% 86
2019
Q2 		$312K Sell
1,595
-200
-11% -$38K 0.28% 91
2019
Q1 		$325K Sell
1,795
-225
-11% -$37K 0.31% 86
2018
Q4 		$283K Sell
2,020
-100
-5% -$15.1K 0.29% 86
2018
Q3 		$354K Sell
2,120
-30
-1% -$5.28K 0.3% 84
2018
Q2 		$367K Sell
2,150
-100
-4% -$16.9K 0.32% 84
2018
Q1 		$363K Sell
2,250
-575
-20% -$93.1K 0.31% 80
2017
Q4 		$417K Buy
+2,825
New +$414K 0.37% 75

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Kendall Capital Management's MCO Position: Q3 2022 in Review

Kendall Capital Management sold out of Moody's (MCO) in Q3 2022, closing a stake of 1,285 shares — an estimated $349K sold.

Kendall Capital Management first reported a position in MCO in Q4 2017 and held it in 19 quarters. The position peaked at $580K in Q4 2021. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Kendall Capital Management reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
  • Kendall Capital Management sold 1,285 Moody's shares in Q3 2022, an estimated $349K.
  • Kendall Capital Management first reported a position in Moody's in Q4 2017 and held it in 19 quarters.
  • Kendall Capital Management's Moody's position peaked at $580K in Q4 2021.
  • 934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Kendall Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.