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Lumature Wealth Partners’s Moody's MCO Stock Holding History

Lumature Wealth Partners’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
2023
Q1 		– Sell
-12
Closed -$3.34K – 412
2022
Q4 		$3.34K Hold
12
– – ﹤0.01% 351
2022
Q3 		$3K Sell
12
-13
-52% -$3.78K ﹤0.01% 366
2022
Q2 		$7K Sell
25
-2,360
-99% -$706K ﹤0.01% 338
2022
Q1 		$805K Sell
2,385
-62
-3% -$20.8K 0.32% 67
2021
Q4 		$956K Buy
2,447
+128
+6% +$49.4K 0.37% 59
2021
Q3 		$824K Buy
2,319
+98
+4% +$36.9K 0.34% 68
2021
Q2 		$805K Buy
2,221
+133
+6% +$44.3K 0.33% 66
2021
Q1 		$623K Buy
+2,088
New +$588K 0.33% 66

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lumature Wealth Partners's MCO Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Moody's (MCO) in Q1 2023, closing a stake of 12 shares — an estimated $3.34K sold.

Lumature Wealth Partners first reported a position in MCO in Q1 2021 and held it in 8 quarters. The position peaked at $956K in Q4 2021. 964 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Lumature Wealth Partners reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 12 Moody's shares in Q1 2023, an estimated $3.34K.
  • Lumature Wealth Partners first reported a position in Moody's in Q1 2021 and held it in 8 quarters.
  • Lumature Wealth Partners's Moody's position peaked at $956K in Q4 2021.
  • 964 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.