Kore Private Wealth’s Moody's MCO Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-154	Closed	-$42K	–	755
2020 Q2	$42K	Buy	154 +3	+2%	+$762	0.01%	494
2020 Q1	$32K	Buy	151 +48	+47%	+$11.7K	0.01%	507
2019 Q4	$24K	Buy	+103	New	+$22.9K	﹤0.01%	604
2019 Q2	–	Sell	-353	Closed	-$64K	–	565
2019 Q1	$64K	Sell	353 -118	-25%	-$19.4K	0.01%	342
2018 Q4	$66K	Buy	+471	New	+$71K	0.02%	326

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kore Private Wealth's MCO Position: Q3 2020 in Review

Kore Private Wealth sold out of Moody's (MCO) in Q3 2020, closing a stake of 154 shares — an estimated $42K sold.

Kore Private Wealth first reported a position in MCO in Q4 2018 and held it in 5 quarters. The position peaked at $66K in Q4 2018. 885 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

Kore Private Wealth reported no remaining Moody's position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 154 Moody's shares in Q3 2020, an estimated $42K.
Kore Private Wealth first reported a position in Moody's in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Moody's position peaked at $66K in Q4 2018.
885 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.