Mitsubishi UFJ Morgan Stanley Securities’s Moody's MCO Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	-10	Closed	-$3K	–	123
2022 Q4	$3K	Sell	10 -10	-50%	-$2.73K	0.03%	172
2022 Q3	$5K	Hold	20	–	–	0.07%	141
2022 Q2	$5K	Hold	20	–	–	0.01%	146
2022 Q1	$7K	Sell	20 -60	-75%	-$20.2K	0.01%	138
2021 Q4	$31K	Sell	80 -90	-53%	-$34.7K	0.02%	111
2021 Q3	$60K	Sell	170 -60	-26%	-$22.6K	0.06%	58
2021 Q2	$83K	Buy	+230	New	+$76.6K	0.62%	30
2014 Q4	$19K	Hold	200	–	–	0.04%	149
2014 Q3	$19K	Buy	+200	New	+$18.3K	0.05%	144

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

Mitsubishi UFJ Morgan Stanley Securities's MCO Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Moody's (MCO) in Q1 2023, closing a stake of 10 shares — an estimated $3K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in MCO in Q3 2014 and held it in 9 quarters. The position peaked at $83K in Q2 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 10 Moody's shares in Q1 2023, an estimated $3K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Moody's in Q3 2014 and held it in 9 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Moody's position peaked at $83K in Q2 2021.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.