Mount Lucas Management’s Moody's MCO Stock Holding History

Mount Lucas 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
2019 Q1	–	Sell	-14,134	Closed	-$1.98M	–	87
2018 Q4	$1.98M	Buy	14,134 +370	+3%	+$55.8K	0.25%	41
2018 Q3	$2.3M	Sell	13,764 -1,427	-9%	-$251K	0.34%	54
2018 Q2	$2.59M	Sell	15,191 -263	-2%	-$44.5K	0.39%	49
2018 Q1	$2.49M	Buy	+15,454	New	+$2.5M	0.4%	68

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

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

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

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

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

ACM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mount Lucas Management's MCO Position: Q1 2019 in Review

Mount Lucas Management sold out of Moody's (MCO) in Q1 2019, closing a stake of 14,134 shares — an estimated $1.98M sold.

Mount Lucas Management first reported a position in MCO in Q1 2018 and held it in 4 quarters. The position peaked at $2.59M in Q2 2018. 694 funds tracked by Wall St. Rank hold MCO as of Q1 2019.

Mount Lucas Management reported no remaining Moody's position as of Q1 2019 after selling out during the quarter.
Mount Lucas Management sold 14,134 Moody's shares in Q1 2019, an estimated $1.98M.
Mount Lucas Management first reported a position in Moody's in Q1 2018 and held it in 4 quarters.
Mount Lucas Management's Moody's position peaked at $2.59M in Q2 2018.
694 funds tracked by Wall St. Rank held Moody's as of Q1 2019.

Based on Mount Lucas Management's 13F filing for Q1 2019, filed 15 May 2019.