Lenox Wealth Advisors’s Moody's MCO Stock Holding History

Lenox Wealth Advisors’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 Q1	$3K	Sell	8 -7	-47%	-$2.35K	﹤0.01%	611
2021 Q4	$6K	Buy	15 +6	+67%	+$2.31K	﹤0.01%	577
2021 Q3	$3K	Hold	9	–	–	﹤0.01%	605
2021 Q2	$3K	Hold	9	–	–	﹤0.01%	615
2021 Q1	$3K	Sell	9 -9	-50%	-$2.54K	﹤0.01%	574
2020 Q4	$5K	Buy	+18	New	+$5.03K	﹤0.01%	504
2019 Q4	–	Sell	-685	Closed	-$140K	–	784
2019 Q3	$140K	Sell	685 -500	-42%	-$105K	0.02%	94
2019 Q2	$231K	Sell	1,185 -19	-2%	-$3.61K	0.04%	67
2019 Q1	$218K	Buy	1,204 +19	+2%	+$3.12K	0.04%	63
2018 Q4	$166K	Sell	1,185 -1,185	-50%	-$179K	0.04%	74
2018 Q3	$396K	Sell	2,370 -780	-25%	-$137K	0.08%	40
2018 Q2	$537K	Buy	+3,150	New	+$533K	0.12%	26
2013 Q3	–	Sell	-300	Closed	-$18K	–	276
2013 Q2	$18K	Buy	+300	New	+$18.2K	0.02%	73

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Lenox Wealth Advisors's MCO Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Moody's (MCO) stake by 47% in Q1 2022, selling an estimated $2.35K and leaving 8 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Lenox Wealth Advisors first reported a position in MCO in Q2 2013 and has held it in 13 quarters since. The position peaked at $537K in Q2 2018. 1,020 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Lenox Wealth Advisors held 8 shares of Moody's worth $3K as of Q1 2022.
Lenox Wealth Advisors sold 7 Moody's shares in Q1 2022, an estimated $2.35K.
Moody's made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #611 holding.
Lenox Wealth Advisors first reported a position in Moody's in Q2 2013 and has held it in 13 quarters since.
Lenox Wealth Advisors's Moody's position peaked at $537K in Q2 2018.
1,020 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.