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

Regent 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
2021 Q2	–	Sell	-918	Closed	-$274K	–	216
2021 Q1	$274K	Hold	918	–	–	0.07%	175
2020 Q4	$266K	Hold	918	–	–	0.07%	170
2020 Q3	$266K	Sell	918 -223	-20%	-$63.7K	0.08%	162
2020 Q2	$313K	Hold	1,141	–	–	0.1%	151
2020 Q1	$241K	Hold	1,141	–	–	0.1%	151
2019 Q4	$271K	Sell	1,141 -27	-2%	-$6K	0.08%	173
2019 Q3	$239K	Sell	1,168 -989	-46%	-$207K	0.08%	184
2019 Q2	$421K	Sell	2,157 -1,000	-32%	-$190K	0.14%	145
2019 Q1	$572K	Hold	3,157	–	–	0.19%	121
2018 Q4	$442K	Sell	3,157 -206	-6%	-$31.1K	0.17%	133
2018 Q3	$562K	Hold	3,363	–	–	0.18%	127
2018 Q2	$574K	Hold	3,363	–	–	0.19%	122
2018 Q1	$542K	Sell	3,363 -2,078	-38%	-$336K	0.18%	123
2017 Q4	$803K	Hold	5,441	–	–	0.26%	106
2017 Q3	$757K	Sell	5,441 -2,637	-33%	-$347K	0.25%	108
2017 Q2	$983K	Sell	8,078 -1,847	-19%	-$216K	0.35%	77
2017 Q1	$1.11M	Buy	+9,925	New	+$1.06M	0.42%	73

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Regent Investment Management's MCO Position: Q2 2021 in Review

Regent Investment Management sold out of Moody's (MCO) in Q2 2021, closing a stake of 918 shares — an estimated $274K sold.

Regent Investment Management first reported a position in MCO in Q1 2017 and held it in 17 quarters. The position peaked at $1.11M in Q1 2017. 939 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Regent Investment Management reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
Regent Investment Management sold 918 Moody's shares in Q2 2021, an estimated $274K.
Regent Investment Management first reported a position in Moody's in Q1 2017 and held it in 17 quarters.
Regent Investment Management's Moody's position peaked at $1.11M in Q1 2017.
939 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Regent Investment Management's 13F filing for Q2 2021, filed 16 Jul 2021.