Polar Capital’s Moody's MCO Stock Holding History

Polar Capital’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
2017 Q4	–	Sell	-17,212	Closed	-$2.4M	–	264
2017 Q3	$2.4M	Hold	17,212	–	–	0.03%	225
2017 Q2	$2.09M	Hold	17,212	–	–	0.03%	218
2017 Q1	$1.93M	Sell	17,212 -5,066	-23%	-$543K	0.03%	232
2016 Q4	$2.1M	Buy	22,278 +560	+3%	+$56.5K	0.03%	226
2016 Q3	$2.35M	Sell	21,718 -2,560	-11%	-$269K	0.04%	211
2016 Q2	$2.27M	Buy	+24,278	New	+$2.35M	0.04%	217

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Polar Capital's MCO Position: Q4 2017 in Review

Polar Capital sold out of Moody's (MCO) in Q4 2017, closing a stake of 17,212 shares — an estimated $2.4M sold.

Polar Capital first reported a position in MCO in Q2 2016 and held it in 6 quarters. The position peaked at $2.4M in Q3 2017. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

Polar Capital reported no remaining Moody's position as of Q4 2017 after selling out during the quarter.
Polar Capital sold 17,212 Moody's shares in Q4 2017, an estimated $2.4M.
Polar Capital first reported a position in Moody's in Q2 2016 and held it in 6 quarters.
Polar Capital's Moody's position peaked at $2.4M in Q3 2017.
647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on Polar Capital's 13F filing for Q4 2017, filed 14 Feb 2018.