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Relaxing Retirement Coach’s Moody's MCO Stock Holding History

Relaxing Retirement Coach’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
Q2 		$378K Hold
1,088
– – 0.11% 55
2023
Q1 		$333K Hold
1,088
– – 0.11% 51
2022
Q4 		$303K Hold
1,088
– – 0.11% 52
2022
Q3 		$264K Buy
+1,088
New +$316K 0.12% 44
2022
Q1 		– Sell
-544
Closed -$212K – 59
2021
Q4 		$212K Buy
+544
New +$210K 0.12% 55

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Relaxing Retirement Coach's MCO Position: Q2 2023 in Review

Relaxing Retirement Coach held its Moody's (MCO) position steady in Q2 2023 at 1,088 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #55.

Relaxing Retirement Coach first reported a position in MCO in Q4 2021 and has held it in 5 quarters since. 1,022 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

  • Relaxing Retirement Coach held 1,088 shares of Moody's worth $378K as of Q2 2023.
  • Relaxing Retirement Coach left its Moody's share count unchanged in Q2 2023.
  • Moody's made up 0.11% of Relaxing Retirement Coach's portfolio in Q2 2023, its #55 holding.
  • Relaxing Retirement Coach first reported a position in Moody's in Q4 2021 and has held it in 5 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.