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

Rampart 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
2020
Q4 		– Sell
-103
Closed -$30K – 232
2020
Q3 		$30K Sell
103
-2,891
-97% -$825K 0.02% 366
2020
Q2 		$823K Buy
2,994
+1,712
+134% +$435K 0.14% 191
2020
Q1 		$271K Sell
1,282
-670
-34% -$163K 0.13% 164
2019
Q4 		$463K Buy
1,952
+66
+3% +$14.7K 0.06% 327
2019
Q3 		$386K Sell
1,886
-248
-12% -$52K 0.05% 336
2019
Q2 		$417K Buy
2,134
+626
+42% +$119K 0.05% 341
2019
Q1 		$273K Sell
1,508
-108
-7% -$17.7K 0.03% 404
2018
Q4 		$226K Sell
1,616
-1,843
-53% -$278K 0.06% 246
2018
Q3 		$280K Buy
3,459
+1,769
+105% +$311K 0.12% 182
2018
Q2 		$288K Sell
1,690
-2,737
-62% -$463K 0.03% 407
2018
Q1 		$714K Buy
4,427
+2,181
+97% +$353K 0.07% 288
2017
Q4 		$332K Buy
2,246
+193
+9% +$28.3K 0.13% 180
2017
Q3 		$286K Buy
2,053
+127
+7% +$16.7K 0.1% 231
2017
Q2 		$234K Buy
1,926
+1,469
+321% +$172K 0.08% 263
2017
Q1 		$51K Sell
457
-5,081
-92% -$545K 0.02% 262
2016
Q4 		$522K Sell
5,538
-18
-0.3% -$1.82K 0.19% 96
2016
Q3 		$602K Buy
+5,556
New +$584K 0.23% 80

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 $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Rampart Investment Management's MCO Position: Q4 2020 in Review

Rampart Investment Management sold out of Moody's (MCO) in Q4 2020, closing a stake of 103 shares — an estimated $30K sold.

Rampart Investment Management first reported a position in MCO in Q3 2016 and held it in 17 quarters. The position peaked at $823K in Q2 2020. 932 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

  • Rampart Investment Management reported no remaining Moody's position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 103 Moody's shares in Q4 2020, an estimated $30K.
  • Rampart Investment Management first reported a position in Moody's in Q3 2016 and held it in 17 quarters.
  • Rampart Investment Management's Moody's position peaked at $823K in Q2 2020.
  • 932 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.