PSI Advisors’s Moody's MCO Stock Holding History

PSI Advisors’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	-3	Closed	-$918	–	875
2023 Q1	$918	Hold	3	–	–	﹤0.01%	678
2022 Q4	$836	Hold	3	–	–	﹤0.01%	679
2022 Q3	$1K	Buy	+3	New	+$872	﹤0.01%	705
2022 Q2	–	Sell	-3	Closed	-$1K	–	821
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	679
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	722
2021 Q3	$1K	Buy	+3	New	+$1.13K	﹤0.01%	700

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

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

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

PSI Advisors's MCO Position: Q2 2023 in Review

PSI Advisors sold out of Moody's (MCO) in Q2 2023, closing a stake of 3 shares — an estimated $918 sold.

PSI Advisors first reported a position in MCO in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

PSI Advisors reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 3 Moody's shares in Q2 2023, an estimated $918.
PSI Advisors first reported a position in Moody's in Q3 2021 and held it in 6 quarters.
PSI Advisors's Moody's position peaked at $1K in Q3 2022.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.