RegentAtlantic Capital’s Moody's MCO Stock Holding History

RegentAtlantic Capital’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 Q3	$638K	Sell	2,625 -272	-9%	-$79K	0.02%	392
2022 Q2	$788K	Buy	2,897 +385	+15%	+$115K	0.03%	353
2022 Q1	$847K	Buy	2,512 +736	+41%	+$248K	0.02%	348
2021 Q4	$694K	Buy	1,776 +79	+5%	+$30.5K	0.02%	380
2021 Q3	$603K	Buy	1,697 +576	+51%	+$217K	0.02%	395
2021 Q2	$406K	Buy	1,121 +228	+26%	+$75.9K	0.01%	476
2021 Q1	$267K	Buy	+893	New	+$251K	0.01%	491
2020 Q3	–	Sell	-1,395	Closed	-$383K	–	506
2020 Q2	$383K	Buy	1,395 +261	+23%	+$66.3K	0.02%	341
2020 Q1	$240K	Hold	1,134	–	–	0.02%	369
2019 Q4	$269K	Buy	1,134 +5	+0.4%	+$1.11K	0.02%	402
2019 Q3	$231K	Hold	1,129	–	–	0.02%	401
2019 Q2	$221K	Sell	1,129 -49	-4%	-$9.3K	0.01%	408
2019 Q1	$213K	Sell	1,178 -951	-45%	-$156K	0.01%	418
2018 Q4	$298K	Hold	2,129	–	–	0.03%	336
2018 Q3	$356K	Hold	2,129	–	–	0.03%	330
2018 Q2	$363K	Hold	2,129	–	–	0.03%	312
2018 Q1	$343K	Hold	2,129	–	–	0.03%	325
2017 Q4	$314K	Hold	2,129	–	–	0.03%	348
2017 Q3	$296K	Hold	2,129	–	–	0.03%	340
2017 Q2	$259K	Buy	+2,129	New	+$249K	0.02%	357
2015 Q1	–	Sell	-67	Closed	-$6.42K	–	680
2014 Q4	$6.42K	Buy	+67	New	+$6.5K	﹤0.01%	979

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

RegentAtlantic Capital's MCO Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Moody's (MCO) stake by 9.4% in Q3 2022, selling an estimated $79K and leaving 2,625 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #392.

RegentAtlantic Capital first reported a position in MCO in Q4 2014 and has held it in 21 quarters since. The position peaked at $847K in Q1 2022. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

RegentAtlantic Capital held 2,625 shares of Moody's worth $638K as of Q3 2022.
RegentAtlantic Capital sold 272 Moody's shares in Q3 2022, an estimated $79K.
Moody's made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #392 holding.
RegentAtlantic Capital first reported a position in Moody's in Q4 2014 and has held it in 21 quarters since.
RegentAtlantic Capital's Moody's position peaked at $847K in Q1 2022.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.