Romano Brothers & Co’s Moody's MCO Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-325	Closed	-$90.6K	–	679
2022 Q4	$90.6K	Buy	+325	New	+$88.9K	0.01%	386

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Romano Brothers & Co's MCO Position: Q1 2023 in Review

Romano Brothers & Co sold out of Moody's (MCO) in Q1 2023, closing a stake of 325 shares — an estimated $90.6K sold.

Romano Brothers & Co first reported a position in MCO in Q4 2022 and held it in 1 quarter. The position peaked at $90.6K in Q4 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Romano Brothers & Co reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 325 Moody's shares in Q1 2023, an estimated $90.6K.
Romano Brothers & Co first reported a position in Moody's in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Moody's position peaked at $90.6K in Q4 2022.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.