Mirova’s Moody's MCO Stock Holding History

Mirova’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	-7,609	Closed	-$2.12M	–	202
2022 Q4	$2.12M	Buy	7,609 +1,278	+20%	+$350K	0.33%	58
2022 Q3	$1.54M	Buy	+6,331	New	+$1.84M	0.26%	68
2020 Q4	–	Sell	-127	Closed	-$37K	–	201
2020 Q3	$37K	Buy	127 +12	+10%	+$3.42K	0.01%	143
2020 Q2	$32K	Hold	115	–	–	0.01%	117
2020 Q1	$24K	Hold	115	–	–	0.01%	119
2019 Q4	$27K	Buy	+115	New	+$25.6K	0.01%	125

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

Mirova's MCO Position: Q1 2023 in Review

Mirova sold out of Moody's (MCO) in Q1 2023, closing a stake of 7,609 shares — an estimated $2.12M sold.

Mirova first reported a position in MCO in Q4 2019 and held it in 6 quarters. The position peaked at $2.12M in Q4 2022. 964 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Mirova reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Mirova sold 7,609 Moody's shares in Q1 2023, an estimated $2.12M.
Mirova first reported a position in Moody's in Q4 2019 and held it in 6 quarters.
Mirova's Moody's position peaked at $2.12M in Q4 2022.
964 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Mirova's 13F filing for Q1 2023, filed 12 May 2023.