Regency Capital Management’s Moody's MCO Stock Holding History

Regency Capital 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
2022 Q4	–	Sell	-1,156	Closed	-$281K	–	34
2022 Q3	$281K	Buy	+1,156	New	+$336K	0.34%	34
2022 Q1	–	Sell	-6,542	Closed	-$2.56M	–	132
2021 Q4	$2.56M	Buy	6,542 +3	+0%	+$1.16K	1.62%	22
2021 Q3	$2.32M	Buy	6,539 +645	+11%	+$243K	1.63%	19
2021 Q2	$2.14M	Buy	5,894 +1,555	+36%	+$518K	1.61%	20
2021 Q1	$1.3M	Buy	+4,339	New	+$1.22M	1.36%	28

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Regency Capital Management's MCO Position: Q4 2022 in Review

Regency Capital Management sold out of Moody's (MCO) in Q4 2022, closing a stake of 1,156 shares — an estimated $281K sold.

Regency Capital Management first reported a position in MCO in Q1 2021 and held it in 5 quarters. The position peaked at $2.56M in Q4 2021. 964 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Regency Capital Management reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
Regency Capital Management sold 1,156 Moody's shares in Q4 2022, an estimated $281K.
Regency Capital Management first reported a position in Moody's in Q1 2021 and held it in 5 quarters.
Regency Capital Management's Moody's position peaked at $2.56M in Q4 2021.
964 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Regency Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.