Salzman & Co’s Moody's MCO Stock Holding History

Salzman & 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
2020 Q2	–	Sell	-9,325	Closed	-$1.97M	–	5
2020 Q1	$1.97M	Buy	+9,325	New	+$2.27M	6.63%	7
2019 Q3	–	Sell	-9,115	Closed	-$1.78M	–	3
2019 Q2	$1.78M	Sell	9,115 -3,584	-28%	-$680K	7.85%	2
2019 Q1	$2.3M	Sell	12,699 -26,166	-67%	-$4.3M	4.91%	4
2018 Q4	$5.44M	Buy	+38,865	New	+$5.86M	4.96%	7
2015 Q1	–	Sell	-151,867	Closed	-$14.6M	–	16
2014 Q4	$14.6M	Buy	151,867 +2,610	+2%	+$253K	3.26%	10
2014 Q3	$14.1M	Hold	149,257	–	–	3.39%	11
2014 Q2	$13.1M	Buy	+149,257	New	+$12.3M	4.24%	8

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

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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

Salzman & Co's MCO Position: Q2 2020 in Review

Salzman & Co sold out of Moody's (MCO) in Q2 2020, closing a stake of 9,325 shares — an estimated $1.97M sold.

Salzman & Co first reported a position in MCO in Q2 2014 and held it in 7 quarters. The position peaked at $14.6M in Q4 2014. 871 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

Salzman & Co reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
Salzman & Co sold 9,325 Moody's shares in Q2 2020, an estimated $1.97M.
Salzman & Co first reported a position in Moody's in Q2 2014 and held it in 7 quarters.
Salzman & Co's Moody's position peaked at $14.6M in Q4 2014.
871 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Salzman & Co's 13F filing for Q2 2020.