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Leuthold Group’s Moody's MCO Stock Holding History

Leuthold Group’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
-10,709
Closed -$3.61M – 203
2022
Q1 		$3.61M Buy
10,709
+43
+0.4% +$14.5K 0.46% 88
2021
Q4 		$4.17M Buy
+10,666
New +$4.11M 0.49% 76
2020
Q4 		– Sell
-17,413
Closed -$5.05M – 182
2020
Q3 		$5.05M Sell
17,413
-345
-2% -$98.5K 0.69% 48
2020
Q2 		$4.88M Sell
17,758
-442
-2% -$112K 0.73% 52
2020
Q1 		$3.85M Sell
18,200
-1,174
-6% -$285K 0.69% 47
2019
Q4 		$4.6M Sell
19,374
-757
-4% -$168K 0.6% 68
2019
Q3 		$4.12M Sell
20,131
-1,074
-5% -$225K 0.54% 75
2019
Q2 		$4.14M Buy
+21,205
New +$4.02M 0.53% 76
2017
Q2 		– Sell
-59,401
Closed -$6.66M – 227
2017
Q1 		$6.66M Sell
59,401
-1,323
-2% -$142K 0.72% 42
2016
Q4 		$5.72M Sell
60,724
-6,862
-10% -$693K 0.64% 47
2016
Q3 		$7.32M Buy
+67,586
New +$7.11M 0.77% 36
2016
Q2 		– Sell
-85,866
Closed -$8.29M – 233
2016
Q1 		$8.29M Buy
+85,866
New +$7.72M 0.9% 30
2013
Q4 		– Sell
-159,208
Closed -$11.2M – 263
2013
Q3 		$11.2M Sell
159,208
-8,930
-5% -$586K 1.04% 11
2013
Q2 		$10.2M Buy
+168,138
New +$10.2M 0.95% 18

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Leuthold Group's MCO Position: Q2 2022 in Review

Leuthold Group sold out of Moody's (MCO) in Q2 2022, closing a stake of 10,709 shares — an estimated $3.61M sold.

Leuthold Group first reported a position in MCO in Q2 2013 and held it in 14 quarters. The position peaked at $11.2M in Q3 2013. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Leuthold Group reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Leuthold Group sold 10,709 Moody's shares in Q2 2022, an estimated $3.61M.
  • Leuthold Group first reported a position in Moody's in Q2 2013 and held it in 14 quarters.
  • Leuthold Group's Moody's position peaked at $11.2M in Q3 2013.
  • 950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Leuthold Group's 13F filing for Q2 2022, filed 1 Aug 2022.