Scharf Investments’s Moody's MCO Stock Holding History

Scharf Investments’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
2019 Q2	–	Sell	-8,000	Closed	-$1.45M	–	43
2019 Q1	$1.45M	Hold	8,000	–	–	0.06%	31
2018 Q4	$1.12M	Hold	8,000	–	–	0.04%	35
2018 Q3	$1.34M	Hold	8,000	–	–	0.05%	33
2018 Q2	$1.36M	Sell	8,000 -3,000	-27%	-$508K	0.05%	32
2018 Q1	$1.77M	Hold	11,000	–	–	0.05%	32
2017 Q4	$1.62M	Hold	11,000	–	–	0.04%	34
2017 Q3	$1.53M	Hold	11,000	–	–	0.04%	32
2017 Q2	$1.34M	Hold	11,000	–	–	0.03%	34
2017 Q1	$1.23M	Hold	11,000	–	–	0.03%	30
2016 Q4	$1.04M	Hold	11,000	–	–	0.02%	31
2016 Q3	$1.19M	Hold	11,000	–	–	0.03%	31
2016 Q2	$1.03M	Hold	11,000	–	–	0.02%	43
2016 Q1	$1.06M	Hold	11,000	–	–	0.02%	44
2015 Q4	$1.1M	Hold	11,000	–	–	0.03%	44
2015 Q3	$1.08M	Hold	11,000	–	–	0.03%	40
2015 Q2	$1.19M	Hold	11,000	–	–	0.03%	39
2015 Q1	$1.14M	Hold	11,000	–	–	0.03%	40
2014 Q4	$1.05M	Buy	+11,000	New	+$1.07M	0.03%	40

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Scharf Investments's MCO Position: Q2 2019 in Review

Scharf Investments sold out of Moody's (MCO) in Q2 2019, closing a stake of 8,000 shares — an estimated $1.45M sold.

Scharf Investments first reported a position in MCO in Q4 2014 and held it in 18 quarters. The position peaked at $1.77M in Q1 2018. 721 funds tracked by Wall St. Rank hold MCO as of Q2 2019.

Scharf Investments reported no remaining Moody's position as of Q2 2019 after selling out during the quarter.
Scharf Investments sold 8,000 Moody's shares in Q2 2019, an estimated $1.45M.
Scharf Investments first reported a position in Moody's in Q4 2014 and held it in 18 quarters.
Scharf Investments's Moody's position peaked at $1.77M in Q1 2018.
721 funds tracked by Wall St. Rank held Moody's as of Q2 2019.

Based on Scharf Investments's 13F filing for Q2 2019, filed 13 Aug 2019.