Quantamental Technologies’s Moody's MCO Stock Holding History

Quantamental Technologies’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 Q3	–	Sell	-610	Closed	-$212K	–	467
2023 Q2	$212K	Buy	+610	New	+$193K	0.09%	381
2023 Q1	–	Sell	-3,956	Closed	-$1.1M	–	533
2022 Q4	$1.1M	Buy	3,956 +2,227	+129%	+$609K	0.5%	40
2022 Q3	$420K	Buy	+1,729	New	+$502K	0.16%	227
2022 Q1	–	Sell	-4,406	Closed	-$1.72M	–	489
2021 Q4	$1.72M	Buy	+4,406	New	+$1.7M	0.87%	6
2020 Q4	–	Sell	-1,203	Closed	-$349K	–	201
2020 Q3	$349K	Buy	+1,203	New	+$343K	0.26%	121
2020 Q1	–	Sell	-2,634	Closed	-$625K	–	284
2019 Q4	$625K	Buy	2,634 +2,175	+474%	+$483K	0.32%	88
2019 Q3	$94K	Sell	459 -398	-46%	-$83.4K	0.03%	760
2019 Q2	$167K	Buy	+857	New	+$163K	0.06%	503

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

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

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

Quantamental Technologies's MCO Position: Q3 2023 in Review

Quantamental Technologies sold out of Moody's (MCO) in Q3 2023, closing a stake of 610 shares — an estimated $212K sold.

Quantamental Technologies first reported a position in MCO in Q2 2019 and held it in 8 quarters. The position peaked at $1.72M in Q4 2021. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Quantamental Technologies reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Quantamental Technologies sold 610 Moody's shares in Q3 2023, an estimated $212K.
Quantamental Technologies first reported a position in Moody's in Q2 2019 and held it in 8 quarters.
Quantamental Technologies's Moody's position peaked at $1.72M in Q4 2021.
1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.