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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 $299B AUM 27.55% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Lloyds Banking Group's MCO Position: Q1 2018 in Review

Lloyds Banking Group sold out of Moody's (MCO) in Q1 2018, closing a stake of 884 shares — an estimated $130K sold.

Lloyds Banking Group first reported a position in MCO in Q2 2013 and held it in 14 quarters. The position peaked at $2.93M in Q4 2013. 654 funds tracked by Wall St. Rank hold MCO as of Q1 2018.

  • Lloyds Banking Group reported no remaining Moody's position as of Q1 2018 after selling out during the quarter.
  • Lloyds Banking Group sold 884 Moody's shares in Q1 2018, an estimated $130K.
  • Lloyds Banking Group first reported a position in Moody's in Q2 2013 and held it in 14 quarters.
  • Lloyds Banking Group's Moody's position peaked at $2.93M in Q4 2013.
  • 654 funds tracked by Wall St. Rank held Moody's as of Q1 2018.

Based on Lloyds Banking Group's 13F filing for Q1 2018, filed 14 May 2018.