San Francisco Sentry Investment Group’s Moody's MCO Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	$241K	Hold	663	–	–	0.13%	177
2021 Q1	$198K	Hold	663	–	–	0.08%	226
2020 Q4	$192K	Hold	663	–	–	0.09%	205
2020 Q3	$192K	Hold	663	–	–	0.1%	193
2020 Q2	$182K	Sell	663 -420	-39%	-$107K	0.1%	186
2020 Q1	$229K	Sell	1,083 -43	-4%	-$10.5K	0.15%	138
2019 Q4	$267K	Buy	1,126 +120	+12%	+$26.7K	0.12%	178
2019 Q3	$206K	Hold	1,006	–	–	0.09%	195
2019 Q2	$196K	Hold	1,006	–	–	0.09%	202
2019 Q1	$182K	Hold	1,006	–	–	0.08%	222
2018 Q4	$141K	Buy	1,006 +178	+21%	+$26.9K	0.07%	234
2018 Q3	$138K	Buy	828 +244	+42%	+$42.9K	0.05%	263
2018 Q2	$100K	Buy	584 +60	+11%	+$10.2K	0.04%	313
2018 Q1	$84K	Hold	524	–	–	0.02%	388
2017 Q4	$77K	Hold	524	–	–	0.02%	390
2017 Q3	$73K	Hold	524	–	–	0.02%	374
2017 Q2	$64K	Buy	+524	New	+$61.3K	0.02%	332

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

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

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

ACM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

San Francisco Sentry Investment Group's MCO Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Moody's (MCO) position steady in Q2 2021 at 663 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #177.

San Francisco Sentry Investment Group first reported a position in MCO in Q2 2017 and has held it in 17 quarters since. The position peaked at $267K in Q4 2019. 938 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

San Francisco Sentry Investment Group held 663 shares of Moody's worth $241K as of Q2 2021.
San Francisco Sentry Investment Group left its Moody's share count unchanged in Q2 2021.
Moody's made up 0.13% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #177 holding.
San Francisco Sentry Investment Group first reported a position in Moody's in Q2 2017 and has held it in 17 quarters since.
San Francisco Sentry Investment Group's Moody's position peaked at $267K in Q4 2019.
938 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.