Madden Securities’s Moody's MCO Stock Holding History

Madden Securities’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	-250	Closed	-$69.7K	–	241
2022 Q4	$69.7K	Buy	+250	New	+$68.4K	0.04%	166
2021 Q3	–	Sell	-1,865	Closed	-$676K	–	129
2021 Q2	$676K	Hold	1,865	–	–	0.35%	74
2021 Q1	$557K	Sell	1,865 -150	-7%	-$42.2K	0.33%	82
2020 Q4	$585K	Hold	2,015	–	–	0.38%	74
2020 Q3	$584K	Buy	+2,015	New	+$575K	0.43%	69

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Madden Securities's MCO Position: Q1 2023 in Review

Madden Securities sold out of Moody's (MCO) in Q1 2023, closing a stake of 250 shares — an estimated $69.7K sold.

Madden Securities first reported a position in MCO in Q3 2020 and held it in 5 quarters. The position peaked at $676K in Q2 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Madden Securities reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 250 Moody's shares in Q1 2023, an estimated $69.7K.
Madden Securities first reported a position in Moody's in Q3 2020 and held it in 5 quarters.
Madden Securities's Moody's position peaked at $676K in Q2 2021.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.