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

Rockbridge 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
2022
Q3 		– Sell
-10
Closed -$2.72K – 392
2022
Q2 		$2.72K Sell
10
-20
-67% -$5.98K ﹤0.01% 519
2022
Q1 		$10.2K Sell
30
-170
-85% -$57.2K ﹤0.01% 504
2021
Q4 		$78K Hold
200
– – 0.01% 290
2021
Q3 		$71K Hold
200
– – 0.01% 276
2021
Q2 		$72K Buy
200
+20
+11% +$6.66K 0.01% 264
2021
Q1 		$54K Buy
180
+10
+6% +$2.82K 0.01% 279
2020
Q4 		$49K Hold
170
– – 0.01% 283
2020
Q3 		$49K Buy
+170
New +$48.5K 0.01% 273

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Rockbridge Investment Management's MCO Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Moody's (MCO) in Q3 2022, closing a stake of 10 shares — an estimated $2.72K sold.

Rockbridge Investment Management first reported a position in MCO in Q3 2020 and held it in 8 quarters. The position peaked at $78K in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 10 Moody's shares in Q3 2022, an estimated $2.72K.
  • Rockbridge Investment Management first reported a position in Moody's in Q3 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's Moody's position peaked at $78K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.