Oakbrook Investments’s Moody's MCO Stock Holding History

Oakbrook Investments’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
2020 Q1	–	Sell	-3,000	Closed	-$712K	–	342
2019 Q4	$712K	Sell	3,000 -7,550	-72%	-$1.68M	0.14%	214
2019 Q3	$2.16M	Buy	+10,550	New	+$2.21M	0.14%	103
2019 Q2	–	Sell	-1,250	Closed	-$226K	–	635
2019 Q1	$226K	Buy	+1,250	New	+$205K	0.01%	565
2018 Q2	–	Sell	-7,970	Closed	-$1.29M	–	591
2018 Q1	$1.29M	Sell	7,970 -5,660	-42%	-$916K	0.08%	189
2017 Q4	$2.01M	Buy	+13,630	New	+$2M	0.13%	122
2017 Q2	–	Sell	-13,100	Closed	-$1.47M	–	557
2017 Q1	$1.47M	Buy	13,100 +5,800	+79%	+$622K	0.1%	168
2016 Q4	$688K	Sell	7,300 -10,000	-58%	-$1.01M	0.05%	294
2016 Q3	$1.87M	Buy	+17,300	New	+$1.82M	0.11%	152
2015 Q1	–	Sell	-2,750	Closed	-$263K	–	578
2014 Q4	$263K	Buy	+2,750	New	+$267K	0.01%	489
2014 Q2	–	Sell	-29,850	Closed	-$2.37M	–	626
2014 Q1	$2.37M	Sell	29,850 -5,350	-15%	-$419K	0.07%	260
2013 Q4	$2.76M	Sell	35,200 -30,650	-47%	-$2.24M	0.08%	260
2013 Q3	$4.63M	Buy	+65,850	New	+$4.32M	0.14%	171

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Oakbrook Investments's MCO Position: Q1 2020 in Review

Oakbrook Investments sold out of Moody's (MCO) in Q1 2020, closing a stake of 3,000 shares — an estimated $712K sold.

Oakbrook Investments first reported a position in MCO in Q3 2013 and held it in 12 quarters. The position peaked at $4.63M in Q3 2013. 811 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

Oakbrook Investments reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 3,000 Moody's shares in Q1 2020, an estimated $712K.
Oakbrook Investments first reported a position in Moody's in Q3 2013 and held it in 12 quarters.
Oakbrook Investments's Moody's position peaked at $4.63M in Q3 2013.
811 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.