Middleton & Co’s Moody's MCO Stock Holding History

Middleton & Co’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
2022 Q1	–	Sell	-550	Closed	-$215K	–	164
2021 Q4	$215K	Buy	+550	New	+$212K	0.02%	154
2021 Q3	–	Sell	-602	Closed	-$218K	–	161
2021 Q2	$218K	Buy	+602	New	+$200K	0.02%	153

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Middleton & Co's MCO Position: Q1 2022 in Review

Middleton & Co sold out of Moody's (MCO) in Q1 2022, closing a stake of 550 shares — an estimated $215K sold.

Middleton & Co first reported a position in MCO in Q2 2021 and held it in 2 quarters. The position peaked at $218K in Q2 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Middleton & Co reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
Middleton & Co sold 550 Moody's shares in Q1 2022, an estimated $215K.
Middleton & Co first reported a position in Moody's in Q2 2021 and held it in 2 quarters.
Middleton & Co's Moody's position peaked at $218K in Q2 2021.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Middleton & Co's 13F filing for Q1 2022, filed 12 May 2022.