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Marino Stram & Associates’s Moody's MCO Stock Holding History

Marino Stram & Associates’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
2021
Q3 		– Sell
-783
Closed -$284K – 228
2021
Q2 		$284K Buy
+783
New +$261K 0.07% 216
2019
Q2 		– Sell
-15
Closed -$3K – 371
2019
Q1 		$3K Hold
15
– – ﹤0.01% 477
2018
Q4 		$2K Buy
+15
New +$2.26K ﹤0.01% 493

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 $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marino Stram & Associates's MCO Position: Q3 2021 in Review

Marino Stram & Associates sold out of Moody's (MCO) in Q3 2021, closing a stake of 783 shares — an estimated $284K sold.

Marino Stram & Associates first reported a position in MCO in Q4 2018 and held it in 3 quarters. The position peaked at $284K in Q2 2021. 971 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

  • Marino Stram & Associates reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 783 Moody's shares in Q3 2021, an estimated $284K.
  • Marino Stram & Associates first reported a position in Moody's in Q4 2018 and held it in 3 quarters.
  • Marino Stram & Associates's Moody's position peaked at $284K in Q2 2021.
  • 971 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.