MD Financial Management
MCO icon

MD Financial Management’s Moody's MCO Stock Holding History

MD Financial Management’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
Q4 		$2.83M Sell
7,237
-888
-11% -$342K 0.07% 124
2021
Q3 		$2.88M Buy
8,125
+1,291
+19% +$486K 0.07% 94
2021
Q2 		$2.48M Buy
+6,834
New +$2.27M 0.07% 130

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
AKRE Capital Management
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

MD Financial Management's MCO Position: Q4 2021 in Review

MD Financial Management reduced its Moody's (MCO) stake by 11% in Q4 2021, selling an estimated $342K and leaving 7,237 shares worth $2.83M. The position accounts for 0.07% of the portfolio, ranked #124.

MD Financial Management first reported a position in MCO in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.88M in Q3 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

  • MD Financial Management held 7,237 shares of Moody's worth $2.83M as of Q4 2021.
  • MD Financial Management sold 888 Moody's shares in Q4 2021, an estimated $342K.
  • Moody's made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #124 holding.
  • MD Financial Management first reported a position in Moody's in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Moody's position peaked at $2.88M in Q3 2021.
  • 1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.