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Quest Investment Management’s Moody's MCO Stock Holding History

Quest Investment 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
Q1 		– Sell
-4,922
Closed -$1.37M – 90
2022
Q4 		$1.37M Buy
4,922
+659
+15% +$180K 0.17% 76
2022
Q3 		$1.04M Buy
4,263
+378
+10% +$110K 0.13% 77
2022
Q2 		$1.06M Buy
3,885
+85
+2% +$25.4K 0.12% 78
2022
Q1 		$1.28M Buy
3,800
+248
+7% +$83.4K 0.12% 78
2021
Q4 		$1.39M Sell
3,552
-126
-3% -$48.6K 0.12% 78
2021
Q3 		$1.31M Buy
3,678
+262
+8% +$98.7K 0.12% 78
2021
Q2 		$1.24M Sell
3,416
-860
-20% -$286K 0.11% 82
2021
Q1 		$1.28M Sell
4,276
-280
-6% -$78.9K 0.12% 82
2020
Q4 		$1.32M Buy
4,556
+357
+9% +$99.8K 0.12% 84
2020
Q3 		$1.22M Buy
+4,199
New +$1.2M 0.12% 86

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quest Investment Management's MCO Position: Q1 2023 in Review

Quest Investment Management sold out of Moody's (MCO) in Q1 2023, closing a stake of 4,922 shares — an estimated $1.37M sold.

Quest Investment Management first reported a position in MCO in Q3 2020 and held it in 10 quarters. The position peaked at $1.39M in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Quest Investment Management reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Quest Investment Management sold 4,922 Moody's shares in Q1 2023, an estimated $1.37M.
  • Quest Investment Management first reported a position in Moody's in Q3 2020 and held it in 10 quarters.
  • Quest Investment Management's Moody's position peaked at $1.39M in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Quest Investment Management's 13F filing for Q1 2023, filed 12 May 2023.