Neuburgh Advisers’s Moody's MCO Stock Holding History

Neuburgh Advisers’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 Q3	$2.46M	Sell	12,002 -2,924	-20%	-$613K	0.08%	194
2019 Q2	$2.92M	Buy	14,926 +6,494	+77%	+$1.23M	0.09%	170
2019 Q1	$1.53M	Buy	8,432 +442	+6%	+$72.6K	0.05%	236
2018 Q4	$1.12M	Buy	7,990 +1,700	+27%	+$256K	0.04%	251
2018 Q3	$1.05M	Sell	6,290 -2,346	-27%	-$413K	0.03%	291
2018 Q2	$1.47M	Buy	8,636 +306	+4%	+$51.8K	0.05%	243
2018 Q1	$1.34M	Buy	8,330 +1,870	+29%	+$303K	0.05%	231
2017 Q4	$954K	Buy	6,460 +374	+6%	+$54.8K	0.03%	288
2017 Q3	$847K	Sell	6,086 -476	-7%	-$62.6K	0.03%	303
2017 Q2	$798K	Buy	6,562 +170	+3%	+$19.9K	0.03%	312
2017 Q1	$716K	Buy	6,392 +918	+17%	+$98.4K	0.03%	316
2016 Q4	$516K	Buy	+5,474	New	+$553K	0.02%	329

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Neuburgh Advisers's MCO Position: Q3 2019 in Review

Neuburgh Advisers reduced its Moody's (MCO) stake by 20% in Q3 2019, selling an estimated $613K and leaving 12,002 shares worth $2.46M. The position accounts for 0.08% of the portfolio, ranked #194.

Neuburgh Advisers first reported a position in MCO in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.92M in Q2 2019. 766 funds tracked by Wall St. Rank hold MCO as of Q3 2019.

Neuburgh Advisers held 12,002 shares of Moody's worth $2.46M as of Q3 2019.
Neuburgh Advisers sold 2,924 Moody's shares in Q3 2019, an estimated $613K.
Moody's made up 0.08% of Neuburgh Advisers's portfolio in Q3 2019, its #194 holding.
Neuburgh Advisers first reported a position in Moody's in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Moody's position peaked at $2.92M in Q2 2019.
766 funds tracked by Wall St. Rank held Moody's as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.