NuWave Investment Management’s Moody's MCO Stock Holding History

NuWave Investment 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
2022 Q3	$625K	Buy	+2,571	New	+$747K	0.72%	41
2021 Q4	–	Sell	-753	Closed	-$267K	–	374
2021 Q3	$267K	Buy	+753	New	+$284K	0.31%	121
2021 Q1	–	Sell	-1,168	Closed	-$339K	–	371
2020 Q4	$339K	Buy	1,168 +887	+316%	+$248K	0.44%	76
2020 Q3	$81K	Buy	281 +228	+430%	+$65.1K	0.12%	201
2020 Q2	$15K	Buy	+53	New	+$13.5K	0.02%	296
2020 Q1	–	Sell	-261	Closed	-$62K	–	334
2019 Q4	$62K	Sell	261 -1,013	-80%	-$225K	0.06%	242
2019 Q3	$261K	Sell	1,274 -624	-33%	-$131K	0.26%	120
2019 Q2	$370K	Buy	1,898 +1,882	+11,763%	+$357K	0.39%	84
2019 Q1	$3K	Sell	16 -220	-93%	-$36.2K	﹤0.01%	359
2018 Q4	$34K	Sell	236 -333	-59%	-$50.2K	0.06%	208
2018 Q3	$95K	Sell	569 -903	-61%	-$159K	0.14%	178
2018 Q2	$251K	Buy	1,472 +831	+130%	+$141K	0.33%	116
2018 Q1	$102K	Buy	641 +491	+327%	+$79.5K	0.16%	162
2017 Q4	$22K	Buy	+150	New	+$22K	0.03%	236
2014 Q3	$2K	Buy	+23	New	+$2.11K	0.01%	227
2014 Q2	–	Sell	-772	Closed	-$61K	–	328
2014 Q1	$61K	Sell	772 -3,708	-83%	-$290K	0.18%	158
2013 Q4	$352K	Buy	+4,480	New	+$328K	0.31%	117

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

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

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

NuWave Investment Management's MCO Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Moody's (MCO) in Q3 2022: 2,571 shares worth $625K. The stake represents 0.72% of the portfolio and ranks #41 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in MCO as recently as Q3 2021.

NuWave Investment Management first reported a position in MCO in Q4 2013 and has held it in 17 quarters since. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

NuWave Investment Management held 2,571 shares of Moody's worth $625K as of Q3 2022.
Moody's was a new NuWave Investment Management position in Q3 2022.
Moody's made up 0.72% of NuWave Investment Management's portfolio in Q3 2022, its #41 holding.
NuWave Investment Management first reported a position in Moody's in Q4 2013 and has held it in 17 quarters since.
934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.