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Rockshelter Capital Management’s Moody's MCO Stock Holding History

Rockshelter Capital 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
2020
Q2 		$2.16M Sell
7,874
-11,592
-60% -$2.94M 0.97% 26
2020
Q1 		$4.12M Buy
+19,466
New +$4.73M 2.01% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rockshelter Capital Management's MCO Position: Q2 2020 in Review

Rockshelter Capital Management reduced its Moody's (MCO) stake by 60% in Q2 2020, selling an estimated $2.94M and leaving 7,874 shares worth $2.16M. The position accounts for 0.97% of the portfolio, ranked #26.

Rockshelter Capital Management first reported a position in MCO in Q1 2020 and has held it in 2 quarters since. The position peaked at $4.12M in Q1 2020. 872 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

  • Rockshelter Capital Management held 7,874 shares of Moody's worth $2.16M as of Q2 2020.
  • Rockshelter Capital Management sold 11,592 Moody's shares in Q2 2020, an estimated $2.94M.
  • Moody's made up 0.97% of Rockshelter Capital Management's portfolio in Q2 2020, its #26 holding.
  • Rockshelter Capital Management first reported a position in Moody's in Q1 2020 and has held it in 2 quarters since.
  • Rockshelter Capital Management's Moody's position peaked at $4.12M in Q1 2020.
  • 872 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Rockshelter Capital Management's 13F filing for Q2 2020, filed 6 Aug 2020.