Perennial Advisors’s Moody's MCO Stock Holding History

Perennial Advisors’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
2021 Q3	–	Sell	-190	Closed	-$69K	–	193
2021 Q2	$69K	Sell	190 -55	-22%	-$18.3K	0.02%	133
2021 Q1	$73K	Sell	245 -50	-17%	-$14.1K	0.02%	125
2020 Q4	$86K	Buy	+295	New	+$82.5K	0.03%	109
2020 Q3	–	Sell	-320	Closed	-$88K	–	148
2020 Q2	$88K	Buy	+320	New	+$81.3K	0.04%	100
2019 Q1	–	Sell	-675	Closed	-$95K	–	137
2018 Q4	$95K	Hold	675	–	–	0.06%	85
2018 Q3	$113K	Sell	675 -75	-10%	-$13.2K	0.07%	82
2018 Q2	$128K	Sell	750 -90	-11%	-$15.2K	0.08%	81
2018 Q1	$135K	Sell	840 -310	-27%	-$50.2K	0.09%	76
2017 Q4	$170K	Hold	1,150	–	–	0.11%	76
2017 Q3	$160K	Sell	1,150 -100	-8%	-$13.1K	0.11%	77
2017 Q2	$152K	Hold	1,250	–	–	0.11%	76
2017 Q1	$140K	Hold	1,250	–	–	0.11%	78
2016 Q4	$118K	Buy	+1,250	New	+$126K	0.1%	81

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perennial Advisors's MCO Position: Q3 2021 in Review

Perennial Advisors sold out of Moody's (MCO) in Q3 2021, closing a stake of 190 shares — an estimated $69K sold.

Perennial Advisors first reported a position in MCO in Q4 2016 and held it in 13 quarters. The position peaked at $170K in Q4 2017. 969 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

Perennial Advisors reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 190 Moody's shares in Q3 2021, an estimated $69K.
Perennial Advisors first reported a position in Moody's in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Moody's position peaked at $170K in Q4 2017.
969 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.