Marathon Asset Management (UK)’s Moody's MCO Stock Holding History

Marathon Asset Management (UK)’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 Q2	–	Sell	-57,833	Closed	-$17.7M	–	90
2023 Q1	$17.7M	Sell	57,833 -15,474	-21%	-$4.68M	0.49%	75
2022 Q4	$20.4M	Sell	73,307 -23,139	-24%	-$6.33M	0.55%	74
2022 Q3	$23.4M	Sell	96,446 -105,030	-52%	-$30.5M	0.7%	66
2022 Q2	$54.8M	Sell	201,476 -12,134	-6%	-$3.63M	0.91%	56
2022 Q1	$72.1M	Sell	213,610 -17,164	-7%	-$5.77M	0.98%	47
2021 Q4	$90.1M	Buy	+230,774	New	+$89M	1.12%	38

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

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

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

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

Marathon Asset Management (UK)'s MCO Position: Q2 2023 in Review

Marathon Asset Management (UK) sold out of Moody's (MCO) in Q2 2023, closing a stake of 57,833 shares — an estimated $17.7M sold.

Marathon Asset Management (UK) first reported a position in MCO in Q4 2021 and held it in 6 quarters. The position peaked at $90.1M in Q4 2021. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Marathon Asset Management (UK) reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Marathon Asset Management (UK) sold 57,833 Moody's shares in Q2 2023, an estimated $17.7M.
Marathon Asset Management (UK) first reported a position in Moody's in Q4 2021 and held it in 6 quarters.
Marathon Asset Management (UK)'s Moody's position peaked at $90.1M in Q4 2021.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2023, filed 4 Aug 2023.