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Mid Atlantic Financial Management’s Moody's MCO Stock Holding History

Mid Atlantic 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
2020
Q2 		– Sell
-1,028
Closed -$217K – 764
2020
Q1 		$217K Buy
+1,028
New +$250K 0.02% 544

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mid Atlantic Financial Management's MCO Position: Q2 2020 in Review

Mid Atlantic Financial Management sold out of Moody's (MCO) in Q2 2020, closing a stake of 1,028 shares — an estimated $217K sold.

Mid Atlantic Financial Management first reported a position in MCO in Q1 2020 and held it in 1 quarter. The position peaked at $217K in Q1 2020. 871 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

  • Mid Atlantic Financial Management reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 1,028 Moody's shares in Q2 2020, an estimated $217K.
  • Mid Atlantic Financial Management first reported a position in Moody's in Q1 2020 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Moody's position peaked at $217K in Q1 2020.
  • 871 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2020, filed 6 Aug 2020.