Rockland Trust’s Moody's MCO Stock Holding History

Rockland Trust’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	–	Sell	-1,785	Closed	-$546K	–	297
2023 Q1	$546K	Sell	1,785 -1,785	-50%	-$539K	0.03%	197
2022 Q4	$995K	Buy	+3,570	New	+$976K	0.06%	146
2022 Q2	–	Sell	-1,382	Closed	-$467K	–	310
2022 Q1	$467K	Sell	1,382 -26	-2%	-$8.74K	0.03%	218
2021 Q4	$550K	Sell	1,408 -508	-27%	-$196K	0.04%	203
2021 Q3	$680K	Sell	1,916 -504	-21%	-$190K	0.05%	175
2021 Q2	$877K	Sell	2,420 -57	-2%	-$19K	0.06%	154
2021 Q1	$740K	Hold	2,477	–	–	0.05%	164
2020 Q4	$719K	Sell	2,477 -17	-0.7%	-$4.75K	0.06%	163
2020 Q3	$723K	Buy	2,494 +17	+0.7%	+$4.85K	0.06%	155
2020 Q2	$681K	Hold	2,477	–	–	0.06%	151
2020 Q1	$524K	Buy	2,477 +170	+7%	+$41.3K	0.05%	166
2019 Q4	$548K	Buy	2,307 +139	+6%	+$30.9K	0.05%	185
2019 Q3	$433K	Buy	+2,168	New	+$454K	0.04%	199

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockland Trust's MCO Position: Q2 2023 in Review

Rockland Trust sold out of Moody's (MCO) in Q2 2023, closing a stake of 1,785 shares — an estimated $546K sold.

Rockland Trust first reported a position in MCO in Q3 2019 and held it in 13 quarters. The position peaked at $995K in Q4 2022. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Rockland Trust reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Rockland Trust sold 1,785 Moody's shares in Q2 2023, an estimated $546K.
Rockland Trust first reported a position in Moody's in Q3 2019 and held it in 13 quarters.
Rockland Trust's Moody's position peaked at $995K in Q4 2022.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Rockland Trust's 13F filing for Q2 2023, filed 27 Jul 2023.