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Kiwi Wealth Investments Limited Partnership’s Moody's MCO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-27,354
Closed -$9.51M – 137
2023
Q2 		$9.51M Hold
27,354
– – 0.59% 44
2023
Q1 		$8.37M Sell
27,354
-4,352
-14% -$1.31M 0.54% 53
2022
Q4 		$8.83M Buy
31,706
+8,036
+34% +$2.2M 0.59% 49
2022
Q3 		$6.44M Hold
23,670
– – 0.45% 58
2022
Q2 		$6.44M Sell
23,670
-8,025
-25% -$2.4M 0.45% 58
2022
Q1 		$10.7M Buy
31,695
+9,713
+44% +$3.27M 0.58% 43
2021
Q4 		$8.59M Sell
21,982
-24,687
-53% -$9.52M 0.41% 73
2021
Q3 		$16.6M Buy
46,669
+30,410
+187% +$11.5M 0.84% 24
2021
Q2 		$5.89M Buy
16,259
+3,738
+30% +$1.24M 0.3% 79
2021
Q1 		$3.74M Buy
+12,521
New +$3.53M 0.22% 120
2020
Q4 		– Sell
-19,074
Closed -$5.53M – 276
2020
Q3 		$5.53M Sell
19,074
-6,660
-26% -$1.9M 0.39% 71
2020
Q2 		$7.07M Sell
25,734
-434
-2% -$110K 0.57% 51
2020
Q1 		$5.54M Sell
26,168
-15,838
-38% -$3.85M 0.56% 53
2019
Q4 		$9.97M Buy
+42,006
New +$9.33M 0.73% 38
2019
Q2 		– Sell
-10,704
Closed -$1.94M – 200
2019
Q1 		$1.94M Sell
10,704
-18,992
-64% -$3.12M 0.18% 134
2018
Q4 		$4.16M Buy
29,696
+4,140
+16% +$624K 0.44% 77
2018
Q3 		$4.27M Sell
25,556
-568
-2% -$99.9K 0.4% 73
2018
Q2 		$4.46M Buy
+26,124
New +$4.42M 0.42% 68
2017
Q4 		– Sell
-25,306
Closed -$3.52M – 164
2017
Q3 		$3.52M Buy
+25,306
New +$3.33M 0.42% 64

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MCO Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Moody's (MCO) in Q3 2023, closing a stake of 27,354 shares — an estimated $9.51M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MCO in Q3 2017 and held it in 19 quarters. The position peaked at $16.6M in Q3 2021. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 27,354 Moody's shares in Q3 2023, an estimated $9.51M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Moody's in Q3 2017 and held it in 19 quarters.
  • Kiwi Wealth Investments Limited Partnership's Moody's position peaked at $16.6M in Q3 2021.
  • 1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.