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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Minot Capital's MCO Position: Q3 2023 in Review

Minot Capital sold out of Moody's (MCO) in Q3 2023, closing a stake of 31,310 shares — an estimated $10.9M sold.

Minot Capital first reported a position in MCO in Q2 2020 and held it in 13 quarters. The position peaked at $12.5M in Q4 2021. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

  • Minot Capital reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
  • Minot Capital sold 31,310 Moody's shares in Q3 2023, an estimated $10.9M.
  • Minot Capital first reported a position in Moody's in Q2 2020 and held it in 13 quarters.
  • Minot Capital's Moody's position peaked at $12.5M in Q4 2021.
  • 1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Minot Capital's 13F filing for Q3 2023, filed 13 Nov 2023.