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Ladenburg Thalmann Financial Services’s Moody's MCO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$4.62M Sell
19,438
-590
-3% -$131K 0.03% 511
2019
Q3 		$4.1M Sell
20,028
-477
-2% -$100K 0.03% 532
2019
Q2 		$4.01M Buy
20,505
+2
+0% +$380 0.03% 524
2019
Q1 		$3.71M Buy
20,503
+6,423
+46% +$1.06M 0.03% 531
2018
Q4 		$1.97M Sell
14,080
-4,393
-24% -$663K 0.02% 669
2018
Q3 		$3.09M Sell
18,473
-614
-3% -$108K 0.03% 552
2018
Q2 		$3.07M Hold
19,087
– – 0.03% 522
2018
Q1 		$3.07M Sell
19,087
-65
-0.3% -$10.5K 0.03% 522
2017
Q4 		$2.83M Buy
19,152
+751
+4% +$110K 0.03% 546
2017
Q3 		$2.56M Sell
18,401
-1,046
-5% -$137K 0.03% 526
2017
Q2 		$2.37M Sell
19,447
-17
-0.1% -$1.99K 0.03% 521
2017
Q1 		$2.18M Sell
19,464
-18,585
-49% -$1.99M 0.03% 536
2016
Q4 		$3.59M Buy
38,049
+6,613
+21% +$668K 0.05% 337
2016
Q3 		$3.4M Sell
31,436
-487
-2% -$51.2K 0.05% 334
2016
Q2 		$2.99M Buy
31,923
+109
+0.3% +$10.5K 0.05% 345
2016
Q1 		$3.07M Sell
31,814
-6,016
-16% -$541K 0.05% 321
2015
Q4 		$3.8M Buy
37,830
+181
+0.5% +$18.1K 0.07% 250
2015
Q3 		$3.7M Buy
37,649
+150
+0.4% +$16K 0.08% 250
2015
Q2 		$4.05M Sell
37,499
-1,471
-4% -$158K 0.07% 253
2015
Q1 		$4.05M Sell
38,970
-11,342
-23% -$1.1M 0.08% 258
2014
Q4 		$4.87M Buy
50,312
+9,391
+23% +$911K 0.11% 186
2014
Q3 		$3.87M Buy
40,921
+29,534
+259% +$2.71M 0.11% 174
2014
Q2 		$998K Sell
11,387
-287
-2% -$23.6K 0.03% 508
2014
Q1 		$926K Sell
11,674
-531
-4% -$41.6K 0.03% 482
2013
Q4 		$958K Sell
12,205
-807
-6% -$59.1K 0.03% 455
2013
Q3 		$915K Sell
13,012
-341
-3% -$22.4K 0.03% 443
2013
Q2 		$814K Buy
+13,353
New +$810K 0.03% 461

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MCO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Moody's (MCO) stake by 2.9% in Q4 2019, selling an estimated $131K and leaving 19,438 shares worth $4.62M. The position accounts for 0.03% of the portfolio, ranked #511.

Ladenburg Thalmann Financial Services first reported a position in MCO in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.87M in Q4 2014. 809 funds tracked by Wall St. Rank hold MCO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 19,438 shares of Moody's worth $4.62M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 590 Moody's shares in Q4 2019, an estimated $131K.
  • Moody's made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #511 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Moody's in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Moody's position peaked at $4.87M in Q4 2014.
  • 809 funds tracked by Wall St. Rank held Moody's as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.