Pictet Asset Management (Switzerland)’s Moody's MCO Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$31.3M	Buy	89,962 +4,549	+5%	+$1.44M	0.04%	369
2023 Q1	$26.1M	Buy	85,413 +1,669	+2%	+$504K	0.03%	401
2022 Q4	$23.3M	Buy	83,744 +5,433	+7%	+$1.49M	0.03%	414
2022 Q3	$19M	Sell	78,311 -536	-0.7%	-$156K	0.03%	440
2022 Q2	$21.4M	Sell	78,847 -6,856	-8%	-$2.05M	0.03%	442
2022 Q1	$28.9M	Buy	85,703 +1,421	+2%	+$478K	0.03%	422
2021 Q4	$32.9M	Sell	84,282 -3,996	-5%	-$1.54M	0.03%	420
2021 Q3	$31.3M	Buy	+88,278	New	+$33.3M	0.03%	424

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s MCO Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Moody's (MCO) stake by 5.3% in Q2 2023, buying an estimated $1.44M and bringing the position to 89,962 shares worth $31.3M. The position accounts for 0.04% of the portfolio, ranked #369.

Pictet Asset Management (Switzerland) first reported a position in MCO in Q3 2021 and has held it in 8 quarters since. The position peaked at $32.9M in Q4 2021. 1,024 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Pictet Asset Management (Switzerland) held 89,962 shares of Moody's worth $31.3M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 4,549 Moody's shares in Q2 2023, an estimated $1.44M.
Moody's made up 0.04% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #369 holding.
Pictet Asset Management (Switzerland) first reported a position in Moody's in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Moody's position peaked at $32.9M in Q4 2021.
1,024 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.