Lee Capital Holdings’s Moody's MCO Stock Holding History

Lee Capital Holdings’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 Q2	–	Sell	-8,510	Closed	-$2.87M	–	63
2022 Q1	$2.87M	Buy	+8,510	New	+$2.86M	1.61%	20
2021 Q4	–	Sell	-6,890	Closed	-$2.45M	–	71
2021 Q3	$2.45M	Buy	6,890 +910	+15%	+$343K	1.28%	28
2021 Q2	$2.17M	Buy	5,980 +370	+7%	+$123K	1.09%	33
2021 Q1	$1.68M	Sell	5,610 -105	-2%	-$29.6K	0.74%	43
2020 Q4	$1.66M	Buy	+5,715	New	+$1.6M	0.98%	35
2020 Q2	–	Sell	-2,695	Closed	-$570K	–	55
2020 Q1	$570K	Buy	+2,695	New	+$655K	0.47%	46

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lee Capital Holdings's MCO Position: Q2 2022 in Review

Lee Capital Holdings sold out of Moody's (MCO) in Q2 2022, closing a stake of 8,510 shares — an estimated $2.87M sold.

Lee Capital Holdings first reported a position in MCO in Q1 2020 and held it in 6 quarters. The position peaked at $2.87M in Q1 2022. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Lee Capital Holdings reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Lee Capital Holdings sold 8,510 Moody's shares in Q2 2022, an estimated $2.87M.
Lee Capital Holdings first reported a position in Moody's in Q1 2020 and held it in 6 quarters.
Lee Capital Holdings's Moody's position peaked at $2.87M in Q1 2022.
950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Lee Capital Holdings's 13F filing for Q2 2022, filed 12 Aug 2022.