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Newfound Research’s Moody's MCO Stock Holding History

Newfound Research’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
Q3 		$77K Sell
316
-44
-12% -$12.8K 0.19% 67
2022
Q2 		$98K Sell
360
-59
-14% -$17.7K 0.21% 38
2022
Q1 		$141K Buy
419
+161
+62% +$54.1K 0.18% 52
2021
Q4 		$101K Buy
258
+42
+19% +$16.2K 0.12% 92
2021
Q3 		$77K Sell
216
-54
-20% -$20.3K 0.12% 92
2021
Q2 		$98K Buy
270
+44
+19% +$14.6K 0.19% 16
2021
Q1 		$67K Buy
226
+18
+9% +$5.07K 0.16% 81
2020
Q4 		$60K Buy
+208
New +$58.2K 0.15% 102

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Newfound Research's MCO Position: Q3 2022 in Review

Newfound Research reduced its Moody's (MCO) stake by 12% in Q3 2022, selling an estimated $12.8K and leaving 316 shares worth $77K. The position accounts for 0.19% of the portfolio, ranked #67.

Newfound Research first reported a position in MCO in Q4 2020 and has held it in 8 quarters since. The position peaked at $141K in Q1 2022. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Newfound Research held 316 shares of Moody's worth $77K as of Q3 2022.
  • Newfound Research sold 44 Moody's shares in Q3 2022, an estimated $12.8K.
  • Moody's made up 0.19% of Newfound Research's portfolio in Q3 2022, its #67 holding.
  • Newfound Research first reported a position in Moody's in Q4 2020 and has held it in 8 quarters since.
  • Newfound Research's Moody's position peaked at $141K in Q1 2022.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.