Safeguard Financial’s Moody's MCO Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-4	Closed	-$1K	–	354
2023 Q2	$1K	Buy	+4	New	+$1.27K	﹤0.01%	549

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

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

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

Safeguard Financial's MCO Position: Q3 2023 in Review

Safeguard Financial sold out of Moody's (MCO) in Q3 2023, closing a stake of 4 shares — an estimated $1K sold.

Safeguard Financial first reported a position in MCO in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Safeguard Financial reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 4 Moody's shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Moody's in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Moody's position peaked at $1K in Q2 2023.
1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.