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Santa Fe Partners’s Moody's MCO Stock Holding History

Santa Fe Partners’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
Q2 		– Sell
-38,905
Closed -$4.04M – 551
2015
Q1 		$4.04M Buy
38,905
+178
+0.5% +$17.2K 0.49% 40
2014
Q4 		$3.71M Buy
+38,727
New +$3.76M 0.47% 52
2014
Q3 		– Sell
-9,161
Closed -$803K – 554
2014
Q2 		$803K Sell
9,161
-17,476
-66% -$1.44M 0.12% 303
2014
Q1 		$2.12M Buy
+26,637
New +$2.09M 0.3% 144
2013
Q4 		– Sell
-5,599
Closed -$394K – 532
2013
Q3 		$394K Buy
+5,599
New +$367K 0.08% 345

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Santa Fe Partners's MCO Position: Q2 2015 in Review

Santa Fe Partners sold out of Moody's (MCO) in Q2 2015, closing a stake of 38,905 shares — an estimated $4.04M sold.

Santa Fe Partners first reported a position in MCO in Q3 2013 and held it in 5 quarters. The position peaked at $4.04M in Q1 2015. 510 funds tracked by Wall St. Rank hold MCO as of Q2 2015.

  • Santa Fe Partners reported no remaining Moody's position as of Q2 2015 after selling out during the quarter.
  • Santa Fe Partners sold 38,905 Moody's shares in Q2 2015, an estimated $4.04M.
  • Santa Fe Partners first reported a position in Moody's in Q3 2013 and held it in 5 quarters.
  • Santa Fe Partners's Moody's position peaked at $4.04M in Q1 2015.
  • 510 funds tracked by Wall St. Rank held Moody's as of Q2 2015.

Based on Santa Fe Partners's 13F filing for Q2 2015, filed 13 Aug 2015.