Private Ocean’s Moody's MCO Stock Holding History

Private Ocean’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 Q1	–	Sell	-14	Closed	-$3.9K	–	641
2022 Q4	$3.9K	Buy	+14	New	+$3.83K	﹤0.01%	436
2021 Q3	–	Sell	-9	Closed	-$3K	–	607
2021 Q2	$3K	Hold	9	–	–	﹤0.01%	478
2021 Q1	$3K	Hold	9	–	–	﹤0.01%	528
2020 Q4	$3K	Hold	9	–	–	﹤0.01%	453
2020 Q3	$3K	Buy	+9	New	+$2.57K	﹤0.01%	460
2018 Q1	–	Sell	-7	Closed	-$1K	–	474
2017 Q4	$1K	Buy	+7	New	+$1.03K	﹤0.01%	398

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Private Ocean's MCO Position: Q1 2023 in Review

Private Ocean sold out of Moody's (MCO) in Q1 2023, closing a stake of 14 shares — an estimated $3.9K sold.

Private Ocean first reported a position in MCO in Q4 2017 and held it in 6 quarters. The position peaked at $3.9K in Q4 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Private Ocean reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 14 Moody's shares in Q1 2023, an estimated $3.9K.
Private Ocean first reported a position in Moody's in Q4 2017 and held it in 6 quarters.
Private Ocean's Moody's position peaked at $3.9K in Q4 2022.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.