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

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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B 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

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