Kings Point Capital Management’s Moody's MCO Stock Holding History

Kings Point 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 Q1	$31K	Hold	91	–	–	﹤0.01%	414
2021 Q4	$36K	Hold	91	–	–	﹤0.01%	437
2021 Q3	$32K	Hold	91	–	–	﹤0.01%	424
2021 Q2	$33K	Hold	91	–	–	﹤0.01%	401
2021 Q1	$27K	Hold	91	–	–	﹤0.01%	414
2020 Q4	$26K	Hold	91	–	–	﹤0.01%	392
2020 Q3	$26K	Hold	91	–	–	﹤0.01%	378
2020 Q2	$25K	Hold	91	–	–	﹤0.01%	346
2020 Q1	$19K	Buy	+91	New	+$22.1K	﹤0.01%	376
2017 Q1	–	Sell	-1,900	Closed	-$179K	–	353
2016 Q4	$179K	Sell	1,900 -27,276	-93%	-$2.75M	0.04%	136
2016 Q3	$3.16M	Sell	29,176 -50,877	-64%	-$5.35M	0.83%	46
2016 Q2	$7.5M	Sell	80,053 -478	-0.6%	-$46.2K	1.92%	19
2016 Q1	$7.78M	Buy	80,531 +2,644	+3%	+$238K	1.98%	17
2015 Q4	$7.82M	Buy	77,887 +8,668	+13%	+$869K	1.94%	19
2015 Q3	$6.8M	Buy	69,219 +1,225	+2%	+$130K	1.79%	20
2015 Q2	$7.34M	Sell	67,994 -373	-0.5%	-$40.2K	1.78%	22
2015 Q1	$7.1M	Buy	68,367 +3,380	+5%	+$327K	1.78%	22
2014 Q4	$6.23M	Buy	+64,987	New	+$6.3M	1.68%	25

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kings Point Capital Management's MCO Position: Q1 2022 in Review

Kings Point Capital Management held its Moody's (MCO) position steady in Q1 2022 at 91 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Kings Point Capital Management first reported a position in MCO in Q4 2014 and has held it in 18 quarters since. The position peaked at $7.82M in Q4 2015. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Kings Point Capital Management held 91 shares of Moody's worth $31K as of Q1 2022.
Kings Point Capital Management left its Moody's share count unchanged in Q1 2022.
Moody's made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #414 holding.
Kings Point Capital Management first reported a position in Moody's in Q4 2014 and has held it in 18 quarters since.
Kings Point Capital Management's Moody's position peaked at $7.82M in Q4 2015.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.