Privium Fund Management’s Moody's MCO Stock Holding History

Privium Fund 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
2023 Q2	–	Sell	-5,000	Closed	-$1.53M	–	137
2023 Q1	$1.53M	Buy	+5,000	New	+$1.51M	0.51%	33

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 $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Privium Fund Management's MCO Position: Q2 2023 in Review

Privium Fund Management sold out of Moody's (MCO) in Q2 2023, closing a stake of 5,000 shares — an estimated $1.53M sold.

Privium Fund Management first reported a position in MCO in Q1 2023 and held it in 1 quarter. The position peaked at $1.53M in Q1 2023. 1,022 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Privium Fund Management reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Privium Fund Management sold 5,000 Moody's shares in Q2 2023, an estimated $1.53M.
Privium Fund Management first reported a position in Moody's in Q1 2023 and held it in 1 quarter.
Privium Fund Management's Moody's position peaked at $1.53M in Q1 2023.
1,022 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Privium Fund Management's 13F filing for Q2 2023, filed 26 Jul 2023.