Next Financial Group’s Moody's MCO Stock Holding History

Next Financial Group’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 Q4	$69K	Buy	176 +77	+78%	+$29.7K	﹤0.01%	1327
2021 Q3	$35K	Buy	99 +80	+421%	+$30.1K	﹤0.01%	1567
2021 Q2	$6K	Buy	19 +10	+111%	+$3.33K	﹤0.01%	2149
2021 Q1	$3K	Buy	9 +2	+29%	+$563	﹤0.01%	2236
2020 Q4	$2K	Sell	7 -259	-97%	-$72.4K	﹤0.01%	2193
2020 Q3	$77K	Buy	+266	New	+$75.9K	0.01%	957
2019 Q4	–	Sell	-17	Closed	-$3K	–	2466
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	2020
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	2022
2019 Q1	$3K	Hold	17	–	–	﹤0.01%	1386
2018 Q4	$2K	Buy	+17	New	+$2.56K	﹤0.01%	1745
2015 Q3	–	Sell	-100	Closed	-$10K	–	1901
2015 Q2	$10K	Buy	+100	New	+$10.8K	﹤0.01%	1264
2015 Q1	–	Sell	-886	Closed	-$85K	–	1910
2014 Q4	$85K	Buy	+886	New	+$85.9K	0.03%	514

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

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

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

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

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

Next Financial Group's MCO Position: Q4 2021 in Review

Next Financial Group increased its Moody's (MCO) stake by 78% in Q4 2021, buying an estimated $29.7K and bringing the position to 176 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Next Financial Group first reported a position in MCO in Q4 2014 and has held it in 12 quarters since. The position peaked at $85K in Q4 2014. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

Next Financial Group held 176 shares of Moody's worth $69K as of Q4 2021.
Next Financial Group bought 77 Moody's shares in Q4 2021, an estimated $29.7K.
Moody's made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1327 holding.
Next Financial Group first reported a position in Moody's in Q4 2014 and has held it in 12 quarters since.
Next Financial Group's Moody's position peaked at $85K in Q4 2014.
1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.