Psagot Value Holdings’s Moody's MCO Stock Holding History

Psagot Value Holdings’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 Q4	–	Sell	-534	Closed	-$130K	–	369
2022 Q3	$130K	Hold	534	–	–	0.04%	223
2022 Q2	$145K	Hold	534	–	–	0.03%	211
2022 Q1	$180K	Hold	534	–	–	0.04%	209
2021 Q4	$209K	Buy	+534	New	+$206K	0.04%	222

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Psagot Value Holdings's MCO Position: Q4 2022 in Review

Psagot Value Holdings sold out of Moody's (MCO) in Q4 2022, closing a stake of 534 shares — an estimated $130K sold.

Psagot Value Holdings first reported a position in MCO in Q4 2021 and held it in 4 quarters. The position peaked at $209K in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Psagot Value Holdings reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 534 Moody's shares in Q4 2022, an estimated $130K.
Psagot Value Holdings first reported a position in Moody's in Q4 2021 and held it in 4 quarters.
Psagot Value Holdings's Moody's position peaked at $209K in Q4 2021.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.