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Occudo Quantitative Strategies’s Moody's MCO Stock Holding History

Occudo Quantitative Strategies’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
2023
Q1 		– Sell
-11,807
Closed -$3.29M – 1077
2022
Q4 		$3.29M Sell
11,807
-3,150
-21% -$862K 0.38% 53
2022
Q3 		$3.64M Buy
14,957
+6,965
+87% +$2.02M 0.28% 74
2022
Q2 		$2.17M Buy
+7,992
New +$2.39M 0.18% 162
2021
Q2 		– Sell
-891
Closed -$266K – 987
2021
Q1 		$266K Buy
+891
New +$251K 0.06% 533

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Occudo Quantitative Strategies's MCO Position: Q1 2023 in Review

Occudo Quantitative Strategies sold out of Moody's (MCO) in Q1 2023, closing a stake of 11,807 shares — an estimated $3.29M sold.

Occudo Quantitative Strategies first reported a position in MCO in Q1 2021 and held it in 4 quarters. The position peaked at $3.64M in Q3 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Occudo Quantitative Strategies reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 11,807 Moody's shares in Q1 2023, an estimated $3.29M.
  • Occudo Quantitative Strategies first reported a position in Moody's in Q1 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Moody's position peaked at $3.64M in Q3 2022.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2023, filed 15 May 2023.