Marshall Wace Asia’s Moody's MCO Stock Holding History

Marshall Wace Asia’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	$35.4M	Sell	99,813 -1,062	-1%	-$400K	0.84%	39
2021 Q2	$36.6M	Buy	+100,875	New	+$33.6M	0.77%	47
2021 Q1	–	Sell	-91,608	Closed	-$26.6M	–	177
2020 Q4	$26.6M	Sell	91,608 -100,722	-52%	-$28.2M	0.48%	68
2020 Q3	$55.7M	Sell	192,330 -252,750	-57%	-$72.1M	1.29%	27
2020 Q2	$122M	Buy	+445,080	New	+$113M	2.71%	11
2020 Q1	–	Sell	-474,279	Closed	-$113M	–	163
2019 Q4	$113M	Sell	474,279 -185,161	-28%	-$41.1M	2.78%	9
2019 Q3	$135M	Sell	659,440 -3,919	-0.6%	-$821K	3.21%	6
2019 Q2	$130M	Buy	663,359 +122,688	+23%	+$23.3M	3.17%	3
2019 Q1	$97.9M	Buy	540,671 +199,711	+59%	+$32.8M	2.96%	9
2018 Q4	$47.7M	Buy	340,960 +236,966	+228%	+$35.7M	1.76%	25
2018 Q3	$17.4M	Sell	103,994 -305,943	-75%	-$53.8M	0.59%	48
2018 Q2	$69.9M	Buy	409,937 +40,011	+11%	+$6.77M	2.31%	13
2018 Q1	$59.7M	Buy	369,926 +52,295	+16%	+$8.47M	1.84%	21
2017 Q4	$46.9M	Buy	+317,631	New	+$46.5M	1.62%	21

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace Asia's MCO Position: Q3 2021 in Review

Marshall Wace Asia reduced its Moody's (MCO) stake by 1.1% in Q3 2021, selling an estimated $400K and leaving 99,813 shares worth $35.4M. The position accounts for 0.84% of the portfolio, ranked #39.

Marshall Wace Asia first reported a position in MCO in Q4 2017 and has held it in 14 quarters since. The position peaked at $135M in Q3 2019. 971 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

Marshall Wace Asia held 99,813 shares of Moody's worth $35.4M as of Q3 2021.
Marshall Wace Asia sold 1,062 Moody's shares in Q3 2021, an estimated $400K.
Moody's made up 0.84% of Marshall Wace Asia's portfolio in Q3 2021, its #39 holding.
Marshall Wace Asia first reported a position in Moody's in Q4 2017 and has held it in 14 quarters since.
Marshall Wace Asia's Moody's position peaked at $135M in Q3 2019.
971 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Marshall Wace Asia's 13F filing for Q3 2021, filed 15 Nov 2021.