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Oliver Lagore Vanvalin Investment Group’s Moody's MCO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-2
Closed – – 727
2022
Q3 		$0 Hold
2
– – ﹤0.01% 691
2022
Q2 		$1K Buy
+2
New +$598 ﹤0.01% 569

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MCO Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Moody's (MCO) in Q4 2022, closing a stake of 2 shares.

Oliver Lagore Vanvalin Investment Group first reported a position in MCO in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 964 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 2 Moody's shares in Q4 2022.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Moody's in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Moody's position peaked at $1K in Q2 2022.
  • 964 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.