Pathstone Family Office’s Moody's MCO Stock Holding History

Pathstone Family Office’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 Q3	$3.86M	Buy	12,196 +6,606	+118%	+$2.25M	0.03%	328
2023 Q2	$1.96M	Buy	5,590 +86	+2%	+$27.3K	0.03%	318
2023 Q1	$1.68M	Sell	5,504 -11,622	-68%	-$3.51M	0.03%	321
2022 Q4	$4.34M	Buy	17,126 +5,536	+48%	+$1.51M	0.04%	305
2022 Q3	$2.82M	Buy	11,590 +6,820	+143%	+$1.98M	0.03%	337
2022 Q2	$1.3M	Buy	4,770 +279	+6%	+$83.5K	0.03%	290
2022 Q1	$1.52M	Buy	4,491 +252	+6%	+$84.7K	0.04%	224
2021 Q4	$1.66M	Buy	4,239 +215	+5%	+$82.9K	0.04%	223
2021 Q3	$1.43M	Buy	4,024 +7	+0.2%	+$2.64K	0.04%	215
2021 Q2	$1.46M	Buy	4,017 +153	+4%	+$50.9K	0.04%	203
2021 Q1	$1.15M	Buy	3,864 +3,824	+9,560%	+$1.08M	0.04%	191
2020 Q4	$12K	Buy	+40	New	+$11.2K	﹤0.01%	845
2019 Q4	–	Sell	-60	Closed	-$12K	–	554
2019 Q3	$12K	Hold	60	–	–	﹤0.01%	459
2019 Q2	$12K	Buy	60 +47	+362%	+$8.92K	﹤0.01%	503
2019 Q1	$2K	Buy	+13	New	+$2.14K	﹤0.01%	782
2017 Q4	–	Sell	-292	Closed	-$41K	–	187
2017 Q3	$41K	Hold	292	–	–	0.04%	77
2017 Q2	$36K	Sell	292 -3	-1%	-$351	0.02%	227
2017 Q1	$33K	Buy	+295	New	+$31.6K	0.02%	207
2016 Q4	–	Sell	-292	Closed	-$32K	–	162
2016 Q3	$32K	Hold	292	–	–	0.03%	75
2016 Q2	$27K	Hold	292	–	–	0.03%	76
2016 Q1	$28K	Buy	292 +95	+48%	+$8.54K	0.06%	67
2015 Q4	$20K	Sell	197 -470	-70%	-$47.1K	0.09%	32
2015 Q3	$65K	Buy	+667	New	+$71K	0.18%	31

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

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

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

Pathstone Family Office's MCO Position: Q3 2023 in Review

Pathstone Family Office increased its Moody's (MCO) stake by 118% in Q3 2023, buying an estimated $2.25M and bringing the position to 12,196 shares worth $3.86M. The position accounts for 0.03% of the portfolio, ranked #328.

Pathstone Family Office first reported a position in MCO in Q3 2015 and has held it in 23 quarters since. The position peaked at $4.34M in Q4 2022. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Pathstone Family Office held 12,196 shares of Moody's worth $3.86M as of Q3 2023.
Pathstone Family Office bought 6,606 Moody's shares in Q3 2023, an estimated $2.25M.
Moody's made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #328 holding.
Pathstone Family Office first reported a position in Moody's in Q3 2015 and has held it in 23 quarters since.
Pathstone Family Office's Moody's position peaked at $4.34M in Q4 2022.
1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.