Pendal Group’s Moody's MCO Stock Holding History

Pendal 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	$206K	Buy	+738	New	+$202K	﹤0.01%	479
2022 Q3	–	Sell	-806	Closed	-$219K	–	491
2022 Q2	$219K	Buy	806 +106	+15%	+$31.7K	﹤0.01%	435
2022 Q1	$236K	Sell	700 -4,911	-88%	-$1.65M	﹤0.01%	470
2021 Q4	$2.19M	Buy	+5,611	New	+$2.16M	0.02%	235
2021 Q3	–	Sell	-7,394	Closed	-$2.68M	–	621
2021 Q2	$2.68M	Buy	+7,394	New	+$2.46M	0.02%	209
2021 Q1	–	Sell	-3,022	Closed	-$877K	–	577
2020 Q4	$877K	Buy	+3,022	New	+$845K	0.01%	320
2020 Q3	–	Sell	-759	Closed	-$209K	–	477
2020 Q2	$209K	Sell	759 -3,386	-82%	-$860K	﹤0.01%	414
2020 Q1	$877K	Buy	+4,145	New	+$1.01M	0.01%	226

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Pendal Group's MCO Position: Q4 2022 in Review

Pendal Group opened a new position in Moody's (MCO) in Q4 2022: 738 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Pendal Group previously reported a position in MCO as recently as Q2 2022.

Pendal Group first reported a position in MCO in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.68M in Q2 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Pendal Group held 738 shares of Moody's worth $206K as of Q4 2022.
Moody's was a new Pendal Group position in Q4 2022.
Moody's made up ﹤0.01% of Pendal Group's portfolio in Q4 2022, its #479 holding.
Pendal Group first reported a position in Moody's in Q1 2020 and has held it in 8 quarters since.
Pendal Group's Moody's position peaked at $2.68M in Q2 2021.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.