Personal Capital Advisors’s Moody's MCO Stock Holding History

Personal Capital 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
2022 Q4	$426K	Sell	1,530 -2	-0.1%	-$547	﹤0.01%	326
2022 Q3	$372K	Buy	1,532 +6	+0.4%	+$1.74K	﹤0.01%	325
2022 Q2	$415K	Hold	1,526	–	–	﹤0.01%	296
2022 Q1	$515K	Sell	1,526 -88	-5%	-$29.6K	﹤0.01%	302
2021 Q4	$630K	Sell	1,614 -47	-3%	-$18.1K	﹤0.01%	299
2021 Q3	$590K	Buy	1,661 +1	+0.1%	+$377	﹤0.01%	286
2021 Q2	$602K	Buy	1,660 +46	+3%	+$15.3K	﹤0.01%	288
2021 Q1	$482K	Sell	1,614 -51	-3%	-$14.4K	﹤0.01%	308
2020 Q4	$483K	Buy	1,665 +944	+131%	+$264K	﹤0.01%	305
2020 Q3	$209K	Buy	+721	New	+$206K	﹤0.01%	392

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's MCO Position: Q4 2022 in Review

Personal Capital Advisors reduced its Moody's (MCO) stake by 0.13% in Q4 2022, selling an estimated $547 and leaving 1,530 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Personal Capital Advisors first reported a position in MCO in Q3 2020 and has held it in 10 quarters since. The position peaked at $630K in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Personal Capital Advisors held 1,530 shares of Moody's worth $426K as of Q4 2022.
Personal Capital Advisors sold 2 Moody's shares in Q4 2022, an estimated $547.
Moody's made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #326 holding.
Personal Capital Advisors first reported a position in Moody's in Q3 2020 and has held it in 10 quarters since.
Personal Capital Advisors's Moody's position peaked at $630K in Q4 2021.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.