Richard Bernstein Advisors’s Moody's MCO Stock Holding History

Richard Bernstein Advisors’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 Q2	–	Sell	-6,984	Closed	-$2.36M	–	259
2022 Q1	$2.36M	Hold	6,984	–	–	0.05%	183
2021 Q4	$2.73M	Hold	6,984	–	–	0.05%	176
2021 Q3	$2.48M	Hold	6,984	–	–	0.05%	190
2021 Q2	$2.53M	Hold	6,984	–	–	0.05%	184
2021 Q1	$2.08M	Sell	6,984 -3,859	-36%	-$1.09M	0.05%	198
2020 Q4	$3.15M	Hold	10,843	–	–	0.08%	152
2020 Q3	$3.14M	Hold	10,843	–	–	0.09%	121
2020 Q2	$2.98M	Hold	10,843	–	–	0.09%	117
2020 Q1	$2.29M	Hold	10,843	–	–	0.08%	132
2019 Q4	$2.57M	Sell	10,843 -5,668	-34%	-$1.26M	0.08%	159
2019 Q3	$3.38M	Hold	16,511	–	–	0.11%	140
2019 Q2	$3.22M	Sell	16,511 -5,921	-26%	-$1.12M	0.11%	141
2019 Q1	$4.06M	Hold	22,432	–	–	0.13%	129
2018 Q4	$3.14M	Hold	22,432	–	–	0.12%	180
2018 Q3	$3.75M	Hold	22,432	–	–	0.11%	214
2018 Q2	$3.83M	Sell	22,432 -11,015	-33%	-$1.86M	0.12%	173
2018 Q1	$5.39M	Hold	33,447	–	–	0.19%	95
2017 Q4	$4.94M	Buy	33,447 +2,612	+8%	+$383K	0.22%	95
2017 Q3	$4.29M	Hold	30,835	–	–	0.3%	100
2017 Q2	$3.75M	Hold	30,835	–	–	0.29%	103
2017 Q1	$3.46M	Hold	30,835	–	–	0.27%	123
2016 Q4	$2.91M	Hold	30,835	–	–	0.24%	140
2016 Q3	$3.34M	Buy	30,835 +6,620	+27%	+$696K	0.32%	108
2016 Q2	$2.27M	Hold	24,215	–	–	0.22%	194
2016 Q1	$2.34M	Buy	+24,215	New	+$2.18M	0.23%	186

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Richard Bernstein Advisors's MCO Position: Q2 2022 in Review

Richard Bernstein Advisors sold out of Moody's (MCO) in Q2 2022, closing a stake of 6,984 shares — an estimated $2.36M sold.

Richard Bernstein Advisors first reported a position in MCO in Q1 2016 and held it in 25 quarters. The position peaked at $5.39M in Q1 2018. 951 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Richard Bernstein Advisors reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 6,984 Moody's shares in Q2 2022, an estimated $2.36M.
Richard Bernstein Advisors first reported a position in Moody's in Q1 2016 and held it in 25 quarters.
Richard Bernstein Advisors's Moody's position peaked at $5.39M in Q1 2018.
951 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Richard Bernstein Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.