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Lloyd Advisory Services’s Moody's MCO Stock Holding History

Lloyd Advisory Services’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
-513
Closed -$173K – 359
2022
Q1 		$173K Buy
513
+42
+9% +$14.1K 0.08% 108
2021
Q4 		$184K Buy
471
+33
+8% +$12.7K 0.08% 94
2021
Q3 		$156K Buy
438
+173
+65% +$65.2K 0.08% 101
2021
Q2 		$96K Buy
265
+76
+40% +$25.3K 0.05% 122
2021
Q1 		$57K Buy
189
+146
+340% +$41.1K 0.03% 131
2020
Q4 		$13K Hold
43
– – 0.01% 189
2020
Q3 		$12K Buy
+43
New +$12.3K 0.01% 178

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
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 $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lloyd Advisory Services's MCO Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Moody's (MCO) in Q2 2022, closing a stake of 513 shares — an estimated $173K sold.

Lloyd Advisory Services first reported a position in MCO in Q3 2020 and held it in 7 quarters. The position peaked at $184K in Q4 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 513 Moody's shares in Q2 2022, an estimated $173K.
  • Lloyd Advisory Services first reported a position in Moody's in Q3 2020 and held it in 7 quarters.
  • Lloyd Advisory Services's Moody's position peaked at $184K in Q4 2021.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.