Lloyds Banking Group’s Moody's MCO Stock Holding History

Lloyds Banking 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
2018 Q1	–	Sell	-884	Closed	-$130K	–	66
2017 Q4	$130K	Hold	884	–	–	1.21%	37
2017 Q3	$123K	Sell	884 -86	-9%	-$11.3K	1.23%	38
2017 Q2	$118K	Sell	970 -748	-44%	-$87.5K	1.15%	41
2017 Q1	$192K	Sell	1,718 -144	-8%	-$15.4K	1.73%	27
2016 Q4	$175K	Sell	1,862 -100	-5%	-$10.1K	1.52%	34
2016 Q3	$212K	Sell	1,962 -51	-3%	-$5.36K	1.91%	28
2016 Q2	$188K	Hold	2,013	–	–	1.55%	34
2016 Q1	$194K	Buy	+2,013	New	+$181K	1.58%	35
2014 Q4	–	Sell	-1,996	Closed	-$188K	–	269
2014 Q3	$188K	Buy	1,996 +1,162	+139%	+$106K	0.05%	275
2014 Q2	$73K	Sell	834 -34,098	-98%	-$2.81M	0.02%	362
2014 Q1	$2.77M	Sell	34,932 -2,436	-7%	-$191K	0.02%	397
2013 Q4	$2.93M	Buy	37,368 +3,608	+11%	+$264K	0.03%	398
2013 Q3	$2.37M	Sell	33,760 -3,295	-9%	-$216K	0.02%	396
2013 Q2	$2.26M	Buy	+37,055	New	+$2.25M	0.02%	384

Other funds holding MCO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada)

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return