Private Capital Group’s Moody's MCO Stock Holding History

Private Capital Group’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 Q2	$52K	Buy	192 +23	+14%	+$6.88K	0.04%	469
2022 Q1	$57K	Buy	169 +2	+1%	+$673	0.01%	598
2021 Q4	$65K	Buy	167 +4	+2%	+$1.54K	0.01%	572
2021 Q3	$58K	Hold	163	–	–	0.01%	616
2021 Q2	$59K	Hold	163	–	–	0.01%	604
2021 Q1	$49K	Sell	163 -6	-4%	-$1.69K	0.01%	656
2020 Q4	$49K	Buy	169 +94	+125%	+$26.3K	0.01%	796
2020 Q3	$22K	Hold	75	–	–	﹤0.01%	1052
2020 Q2	$21K	Sell	75 -16	-18%	-$4.07K	﹤0.01%	1085
2020 Q1	$19K	Sell	91 -2	-2%	-$486	﹤0.01%	1039
2019 Q4	$22K	Sell	93 -14	-13%	-$3.11K	﹤0.01%	1064
2019 Q3	$22K	Sell	107 -108	-50%	-$22.6K	﹤0.01%	1141
2019 Q2	$37K	Buy	215 +125	+139%	+$23.7K	0.01%	804
2019 Q1	$16K	Sell	90 -94	-51%	-$15.4K	﹤0.01%	1303
2018 Q4	$26K	Sell	184 -31	-14%	-$4.68K	0.01%	980
2018 Q3	$35K	Hold	215	–	–	0.01%	866
2018 Q2	$36K	Sell	215 -70	-25%	-$11.8K	0.01%	848
2018 Q1	$46K	Sell	285 -464	-62%	-$75.1K	0.01%	722
2017 Q4	$111K	Buy	+749	New	+$110K	0.03%	373

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Private Capital Group's MCO Position: Q2 2022 in Review

Private Capital Group increased its Moody's (MCO) stake by 14% in Q2 2022, buying an estimated $6.88K and bringing the position to 192 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #469.

Private Capital Group first reported a position in MCO in Q4 2017 and has held it in 19 quarters since. The position peaked at $111K in Q4 2017. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Private Capital Group held 192 shares of Moody's worth $52K as of Q2 2022.
Private Capital Group bought 23 Moody's shares in Q2 2022, an estimated $6.88K.
Moody's made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #469 holding.
Private Capital Group first reported a position in Moody's in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Moody's position peaked at $111K in Q4 2017.
950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.