MUFG Americas’s Moody's MCO Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-11	Closed	-$3K	–	515
2022 Q3	$3K	Buy	+11	New	+$3.2K	﹤0.01%	790
2021 Q1	–	Sell	-12	Closed	-$3K	–	774
2020 Q4	$3K	Buy	+12	New	+$3.36K	﹤0.01%	685
2016 Q3	–	Sell	-805	Closed	-$75K	–	1127
2016 Q2	$75K	Hold	805	–	–	﹤0.01%	517
2016 Q1	$78K	Hold	805	–	–	﹤0.01%	535
2015 Q4	$81K	Sell	805 -450	-36%	-$45.1K	﹤0.01%	525
2015 Q3	$123K	Hold	1,255	–	–	﹤0.01%	504
2015 Q2	$135K	Hold	1,255	–	–	﹤0.01%	504
2015 Q1	$130K	Sell	1,255 -495	-28%	-$47.8K	﹤0.01%	527
2014 Q4	$168K	Sell	1,750 -1,050	-38%	-$102K	0.01%	507
2014 Q3	$265K	Hold	2,800	–	–	0.01%	454
2014 Q2	$245K	Hold	2,800	–	–	0.01%	464
2014 Q1	$222K	Sell	2,800 -15	-0.5%	-$1.18K	0.01%	475
2013 Q4	$221K	Buy	2,815 +2,700	+2,348%	+$198K	0.01%	471
2013 Q3	$8K	Sell	115 -800	-87%	-$52.5K	﹤0.01%	1034
2013 Q2	$56K	Buy	+915	New	+$55.5K	﹤0.01%	1130

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MUFG Americas's MCO Position: Q4 2022 in Review

MUFG Americas sold out of Moody's (MCO) in Q4 2022, closing a stake of 11 shares — an estimated $3K sold.

MUFG Americas first reported a position in MCO in Q2 2013 and held it in 15 quarters. The position peaked at $265K in Q3 2014. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

MUFG Americas reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 11 Moody's shares in Q4 2022, an estimated $3K.
MUFG Americas first reported a position in Moody's in Q2 2013 and held it in 15 quarters.
MUFG Americas's Moody's position peaked at $265K in Q3 2014.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.