Quilter Plc’s Moody's MCO Stock Holding History

Quilter Plc’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	-460	Closed	-$456K	–	242
2023 Q2	$456K	Buy	+460	New	+$146K	﹤0.01%	203

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

Quilter Plc's MCO Position: Q3 2023 in Review

Quilter Plc sold out of Moody's (MCO) in Q3 2023, closing a stake of 460 shares — an estimated $456K sold.

Quilter Plc first reported a position in MCO in Q2 2023 and held it in 1 quarter. The position peaked at $456K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Quilter Plc reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Quilter Plc sold 460 Moody's shares in Q3 2023, an estimated $456K.
Quilter Plc first reported a position in Moody's in Q2 2023 and held it in 1 quarter.
Quilter Plc's Moody's position peaked at $456K in Q2 2023.
1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Quilter Plc's 13F filing for Q3 2023, filed 1 Nov 2023.