Sageworth Trust’s Moody's MCO Stock Holding History

Sageworth 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
2020 Q4	–	Sell	-205	Closed	-$59K	–	214
2020 Q3	$59K	Hold	205	–	–	0.01%	80
2020 Q2	$56K	Buy	+205	New	+$52.1K	0.01%	71

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sageworth Trust's MCO Position: Q4 2020 in Review

Sageworth Trust sold out of Moody's (MCO) in Q4 2020, closing a stake of 205 shares — an estimated $59K sold.

Sageworth Trust first reported a position in MCO in Q2 2020 and held it in 2 quarters. The position peaked at $59K in Q3 2020. 931 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

Sageworth Trust reported no remaining Moody's position as of Q4 2020 after selling out during the quarter.
Sageworth Trust sold 205 Moody's shares in Q4 2020, an estimated $59K.
Sageworth Trust first reported a position in Moody's in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Moody's position peaked at $59K in Q3 2020.
931 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Sageworth Trust's 13F filing for Q4 2020, filed 8 Feb 2021.