KG Funds Management’s Moody's MCO Stock Holding History

KG Funds 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
2017 Q4	–	Sell	-182,800	Closed	-$25.4M	–	10
2017 Q3	$25.4M	Sell	182,800 -17,000	-9%	-$2.23M	8.6%	6
2017 Q2	$24.3M	Hold	199,800	–	–	10.71%	5
2017 Q1	$22.4M	Sell	199,800 -10,000	-5%	-$1.07M	10.55%	5
2016 Q4	$19.8M	Hold	209,800	–	–	11.28%	5
2016 Q3	$22.7M	Hold	209,800	–	–	21.09%	3
2016 Q2	$19.7M	Hold	209,800	–	–	19.7%	3
2016 Q1	$20.3M	Buy	209,800 +104,800	+100%	+$9.42M	17.04%	4
2015 Q4	$10.5M	Buy	+105,000	New	+$10.5M	10.18%	5

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

KG Funds Management's MCO Position: Q4 2017 in Review

KG Funds Management sold out of Moody's (MCO) in Q4 2017, closing a stake of 182,800 shares — an estimated $25.4M sold.

KG Funds Management first reported a position in MCO in Q4 2015 and held it in 8 quarters. The position peaked at $25.4M in Q3 2017. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

KG Funds Management reported no remaining Moody's position as of Q4 2017 after selling out during the quarter.
KG Funds Management sold 182,800 Moody's shares in Q4 2017, an estimated $25.4M.
KG Funds Management first reported a position in Moody's in Q4 2015 and held it in 8 quarters.
KG Funds Management's Moody's position peaked at $25.4M in Q3 2017.
647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on KG Funds Management's 13F filing for Q4 2017, filed 14 Feb 2018.