Lee Financial’s Moody's MCO Stock Holding History

Lee Financial’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 Q1	–	Sell	-2	Closed	-$557	–	893
2022 Q4	$557	Hold	2	–	–	﹤0.01%	814
2022 Q3	$0	Buy	+2	New	+$581	﹤0.01%	930

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's MCO Position: Q1 2023 in Review

Lee Financial sold out of Moody's (MCO) in Q1 2023, closing a stake of 2 shares — an estimated $557 sold.

Lee Financial first reported a position in MCO in Q3 2022 and held it in 2 quarters. The position peaked at $557 in Q4 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Lee Financial reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 Moody's shares in Q1 2023, an estimated $557.
Lee Financial first reported a position in Moody's in Q3 2022 and held it in 2 quarters.
Lee Financial's Moody's position peaked at $557 in Q4 2022.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.