Minot Capital’s Moody's MCO Stock Holding History

Minot Capital’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 Q3	–	Sell	-31,310	Closed	-$10.9M	–	15
2023 Q2	$10.9M	Sell	31,310 -581	-2%	-$184K	1.93%	12
2023 Q1	$9.76M	Hold	31,891	–	–	1.77%	13
2022 Q4	$8.89M	Hold	31,891	–	–	1.78%	13
2022 Q3	$7.75M	Hold	31,891	–	–	2.1%	15
2022 Q2	$8.67M	Hold	31,891	–	–	1.75%	13
2022 Q1	$10.8M	Hold	31,891	–	–	1.8%	12
2021 Q4	$12.5M	Hold	31,891	–	–	2.01%	13
2021 Q3	$11.3M	Hold	31,891	–	–	1.93%	13
2021 Q2	$11.6M	Hold	31,891	–	–	2.03%	11
2021 Q1	$9.52M	Hold	31,891	–	–	1.83%	13
2020 Q4	$9.26M	Hold	31,891	–	–	1.8%	11
2020 Q3	$9.24M	Hold	31,891	–	–	2.29%	11
2020 Q2	$8.76M	Buy	+31,891	New	+$8.1M	2.68%	11

Other funds holding MCO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

TCI Fund Management

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada)

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

Fidelity Investments

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

Baillie Gifford & Co

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