Phoenix Financial’s Moody's MCO Stock Holding History

Phoenix Financial’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 Q1	–	Sell	-1,076	Closed	-$306K	–	442
2020 Q4	$306K	Buy	1,076 +318	+42%	+$88.9K	0.01%	292
2020 Q3	$204K	Buy	+758	New	+$216K	0.01%	299

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Phoenix Financial's MCO Position: Q1 2021 in Review

Phoenix Financial sold out of Moody's (MCO) in Q1 2021, closing a stake of 1,076 shares — an estimated $306K sold.

Phoenix Financial first reported a position in MCO in Q3 2020 and held it in 2 quarters. The position peaked at $306K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

Phoenix Financial reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
Phoenix Financial sold 1,076 Moody's shares in Q1 2021, an estimated $306K.
Phoenix Financial first reported a position in Moody's in Q3 2020 and held it in 2 quarters.
Phoenix Financial's Moody's position peaked at $306K in Q4 2020.
917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.