NorthCoast Asset Management’s Moody's MCO Stock Holding History

NorthCoast Asset Management’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 Q3	$549K	Buy	1,545 +1	+0.1%	+$377	0.02%	336
2021 Q2	$563K	Sell	1,544 -3,656	-70%	-$1.22M	0.02%	322
2021 Q1	$1.55M	Sell	5,200 -3,265	-39%	-$919K	0.06%	192
2020 Q4	$2.46M	Sell	8,465 -236	-3%	-$66K	0.11%	122
2020 Q3	$2.52M	Buy	8,701 +4,167	+92%	+$1.19M	0.13%	112
2020 Q2	$1.25M	Buy	4,534 +1,629	+56%	+$414K	0.07%	152
2020 Q1	$615K	Buy	+2,905	New	+$706K	0.04%	197
2018 Q2	–	Sell	-25,118	Closed	-$4.05M	–	193
2018 Q1	$4.05M	Sell	25,118 -7,730	-24%	-$1.25M	0.37%	54
2017 Q4	$4.85M	Buy	+32,848	New	+$4.81M	0.44%	49

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

NorthCoast Asset Management's MCO Position: Q3 2021 in Review

NorthCoast Asset Management increased its Moody's (MCO) stake by 0.06% in Q3 2021, buying an estimated $377 and bringing the position to 1,545 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #336.

NorthCoast Asset Management first reported a position in MCO in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.85M in Q4 2017. 970 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

NorthCoast Asset Management held 1,545 shares of Moody's worth $549K as of Q3 2021.
NorthCoast Asset Management bought 1 Moody's share in Q3 2021, an estimated $377.
Moody's made up 0.02% of NorthCoast Asset Management's portfolio in Q3 2021, its #336 holding.
NorthCoast Asset Management first reported a position in Moody's in Q4 2017 and has held it in 9 quarters since.
NorthCoast Asset Management's Moody's position peaked at $4.85M in Q4 2017.
970 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.