Old North State Trust’s Moody's MCO Stock Holding History

Old North State Trust’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 Q2	–	Sell	-6	Closed	-$2K	–	308
2023 Q1	$2K	Hold	6	–	–	﹤0.01%	426
2022 Q4	$2K	Buy	+6	New	+$1.64K	﹤0.01%	419
2022 Q1	–	Sell	-6	Closed	-$2K	–	255
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	339
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	329
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	344
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	333
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	419
2020 Q3	$2K	Buy	+6	New	+$1.71K	﹤0.01%	338

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old North State Trust's MCO Position: Q2 2023 in Review

Old North State Trust sold out of Moody's (MCO) in Q2 2023, closing a stake of 6 shares — an estimated $2K sold.

Old North State Trust first reported a position in MCO in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Old North State Trust reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Old North State Trust sold 6 Moody's shares in Q2 2023, an estimated $2K.
Old North State Trust first reported a position in Moody's in Q3 2020 and held it in 8 quarters.
Old North State Trust's Moody's position peaked at $2K in Q1 2023.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Old North State Trust's 13F filing for Q2 2023, filed 22 Aug 2023.