KSA Capital Management’s Moody's MCO Stock Holding History

KSA 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
2017 Q4	–	Sell	-12,500	Closed	-$1.74M	–	61
2017 Q3	$1.74M	Buy	+12,500	New	+$1.64M	8.95%	3
2017 Q2	–	Sell	-30,000	Closed	-$3.36M	–	30
2017 Q1	$3.36M	Buy	+30,000	New	+$3.22M	3.12%	6
2016 Q4	–	Sell	-85,000	Closed	-$9.2M	–	24
2016 Q3	$9.2M	Buy	+85,000	New	+$8.94M	2.88%	5
2016 Q2	–	Sell	-20,000	Closed	-$1.93M	–	39
2016 Q1	$1.93M	Sell	20,000 -247,000	-93%	-$22.2M	0.36%	26
2015 Q4	$26.8M	Buy	267,000 +72,200	+37%	+$7.23M	6.86%	5
2015 Q3	$19.1M	Buy	+194,800	New	+$20.7M	7.11%	4

Other funds holding MCO

Berkshire Hathaway

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

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates

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