Meristem Family Wealth’s Moody's MCO Stock Holding History

Meristem Family Wealth’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	–	Sell	-1,752	Closed	-$622K	–	416
2021 Q3	$622K	Buy	+1,752	New	+$660K	0.06%	191

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

Meristem Family Wealth's MCO Position: Q4 2021 in Review

Meristem Family Wealth sold out of Moody's (MCO) in Q4 2021, closing a stake of 1,752 shares — an estimated $622K sold.

Meristem Family Wealth first reported a position in MCO in Q3 2021 and held it in 1 quarter. The position peaked at $622K in Q3 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

Meristem Family Wealth reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
Meristem Family Wealth sold 1,752 Moody's shares in Q4 2021, an estimated $622K.
Meristem Family Wealth first reported a position in Moody's in Q3 2021 and held it in 1 quarter.
Meristem Family Wealth's Moody's position peaked at $622K in Q3 2021.
1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.