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MPS Loria Financial Planners’s Moody's MCO Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-13
Closed -$3K – 387
2021
Q1 		$3K Hold
13
– – ﹤0.01% 400
2020
Q4 		$4K Buy
+13
New +$3.64K ﹤0.01% 393

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPS Loria Financial Planners's MCO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Moody's (MCO) in Q2 2021, closing a stake of 13 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in MCO in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 13 Moody's shares in Q2 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in Moody's in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Moody's position peaked at $4K in Q4 2020.
  • 937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.