MinichMacGregor Wealth Management’s Moody's MCO Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-216	Closed	-$60.2K	–	406
2022 Q4	$60.2K	Buy	+216	New	+$59.1K	0.02%	169
2018 Q4	–	Sell	-216	Closed	-$36K	–	329
2018 Q3	$36K	Hold	216	–	–	0.02%	151
2018 Q2	$36K	Hold	216	–	–	0.03%	135
2018 Q1	$34K	Hold	216	–	–	0.03%	142
2017 Q4	$31K	Hold	216	–	–	0.02%	148
2017 Q3	$30K	Hold	216	–	–	0.02%	145
2017 Q2	$26K	Hold	216	–	–	0.02%	157
2017 Q1	$24K	Buy	+216	New	+$23.2K	0.02%	162

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

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

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

ACM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's MCO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Moody's (MCO) in Q1 2023, closing a stake of 216 shares — an estimated $60.2K sold.

MinichMacGregor Wealth Management first reported a position in MCO in Q1 2017 and held it in 8 quarters. The position peaked at $60.2K in Q4 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 216 Moody's shares in Q1 2023, an estimated $60.2K.
MinichMacGregor Wealth Management first reported a position in Moody's in Q1 2017 and held it in 8 quarters.
MinichMacGregor Wealth Management's Moody's position peaked at $60.2K in Q4 2022.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.