Princeton Alpha Management’s Moody's MCO Stock Holding History

Princeton Alpha Management’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 Q2	–	Sell	-4,017	Closed	-$450K	–	225
2017 Q1	$450K	Sell	4,017 -7,334	-65%	-$786K	0.15%	228
2016 Q4	$1.07M	Sell	11,351 -2,382	-17%	-$240K	0.22%	130
2016 Q3	$1.49M	Buy	+13,733	New	+$1.44M	0.28%	85
2016 Q2	–	Sell	-14,092	Closed	-$1.36M	–	887
2016 Q1	$1.36M	Buy	14,092 +5,664	+67%	+$509K	0.22%	141
2015 Q4	$846K	Sell	8,428 -402	-5%	-$40.3K	0.15%	217
2015 Q3	$867K	Buy	8,830 +6,050	+218%	+$644K	0.18%	170
2015 Q2	$300K	Buy	+2,780	New	+$299K	0.06%	455
2015 Q1	–	Sell	-30,009	Closed	-$2.88M	–	812
2014 Q4	$2.88M	Buy	+30,009	New	+$2.91M	0.81%	4
2014 Q1	–	Sell	-2,560	Closed	-$201K	–	686
2013 Q4	$201K	Buy	+2,560	New	+$187K	0.15%	330

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

ACM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Princeton Alpha Management's MCO Position: Q2 2017 in Review

Princeton Alpha Management sold out of Moody's (MCO) in Q2 2017, closing a stake of 4,017 shares — an estimated $450K sold.

Princeton Alpha Management first reported a position in MCO in Q4 2013 and held it in 9 quarters. The position peaked at $2.88M in Q4 2014. 547 funds tracked by Wall St. Rank hold MCO as of Q2 2017.

Princeton Alpha Management reported no remaining Moody's position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 4,017 Moody's shares in Q2 2017, an estimated $450K.
Princeton Alpha Management first reported a position in Moody's in Q4 2013 and held it in 9 quarters.
Princeton Alpha Management's Moody's position peaked at $2.88M in Q4 2014.
547 funds tracked by Wall St. Rank held Moody's as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.