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Liberty Wealth Management’s Moody's MCO Stock Holding History

Liberty Wealth Management’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
2021
Q1 		– Sell
-1
Closed – – 1001
2020
Q4 		$0 Buy
+1
New +$280 ﹤0.01% 1026
2020
Q2 		– Sell
-7
Closed -$1K – 933
2020
Q1 		$1K Buy
+7
New +$1.7K ﹤0.01% 819

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's MCO Position: Q1 2021 in Review

Liberty Wealth Management sold out of Moody's (MCO) in Q1 2021, closing a stake of 1 share.

Liberty Wealth Management first reported a position in MCO in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Liberty Wealth Management reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1 Moody's share in Q1 2021.
  • Liberty Wealth Management first reported a position in Moody's in Q1 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Moody's position peaked at $1K in Q1 2020.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.