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Royce & Associates’s Moody's MCO Stock Holding History

Royce & Associates’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
2015
Q1 		– Sell
-525
Closed -$50K – 1269
2014
Q4 		$50K Hold
525
– – ﹤0.01% 1254
2014
Q3 		$50K Sell
525
-34,100
-98% -$3.12M ﹤0.01% 1343
2014
Q2 		$3.04M Sell
34,625
-15,220
-31% -$1.25M 0.01% 969
2014
Q1 		$3.95M Sell
49,845
-91,980
-65% -$7.2M 0.01% 933
2013
Q4 		$11.1M Buy
141,825
+2,400
+2% +$176K 0.03% 624
2013
Q3 		$9.81M Buy
139,425
+19,219
+16% +$1.26M 0.03% 671
2013
Q2 		$7.32M Buy
+120,206
New +$7.3M 0.02% 743

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIFMU
Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Royce & Associates's MCO Position: Q1 2015 in Review

Royce & Associates sold out of Moody's (MCO) in Q1 2015, closing a stake of 525 shares — an estimated $50K sold.

Royce & Associates first reported a position in MCO in Q2 2013 and held it in 7 quarters. The position peaked at $11.1M in Q4 2013. 509 funds tracked by Wall St. Rank hold MCO as of Q1 2015.

  • Royce & Associates reported no remaining Moody's position as of Q1 2015 after selling out during the quarter.
  • Royce & Associates sold 525 Moody's shares in Q1 2015, an estimated $50K.
  • Royce & Associates first reported a position in Moody's in Q2 2013 and held it in 7 quarters.
  • Royce & Associates's Moody's position peaked at $11.1M in Q4 2013.
  • 509 funds tracked by Wall St. Rank held Moody's as of Q1 2015.

Based on Royce & Associates's 13F filing for Q1 2015, filed 13 May 2015.