Lourd Capital’s Moody's MCO Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-2,176	Closed	-$305K	–	226
2018 Q4	$305K	Sell	2,176 -1	-0%	-$151	0.02%	194
2018 Q3	$364K	Buy	+2,177	New	+$383K	0.02%	181
2018 Q1	–	Sell	-2,178	Closed	-$321K	–	242
2017 Q4	$321K	Buy	+2,178	New	+$319K	0.02%	222

Other funds holding MCO

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lourd Capital's MCO Position: Q1 2019 in Review

Lourd Capital sold out of Moody's (MCO) in Q1 2019, closing a stake of 2,176 shares — an estimated $305K sold.

Lourd Capital first reported a position in MCO in Q4 2017 and held it in 3 quarters. The position peaked at $364K in Q3 2018. 694 funds tracked by Wall St. Rank hold MCO as of Q1 2019.

Lourd Capital reported no remaining Moody's position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 2,176 Moody's shares in Q1 2019, an estimated $305K.
Lourd Capital first reported a position in Moody's in Q4 2017 and held it in 3 quarters.
Lourd Capital's Moody's position peaked at $364K in Q3 2018.
694 funds tracked by Wall St. Rank held Moody's as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.