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

Schubert & 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
2023
Q2 		– Sell
-26
Closed -$7.96K – 902
2023
Q1 		$7.96K Buy
26
+4
+18% +$1.21K 0.01% 278
2022
Q4 		$6.13K Buy
22
+3
+16% +$821 0.01% 359
2022
Q3 		$5K Buy
19
+1
+6% +$291 ﹤0.01% 405
2022
Q2 		$5K Buy
18
+7
+64% +$2.09K ﹤0.01% 370
2022
Q1 		$4K Buy
11
+1
+10% +$336 ﹤0.01% 213
2021
Q4 		$4K Buy
+10
New +$3.86K ﹤0.01% 175

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schubert & Co's MCO Position: Q2 2023 in Review

Schubert & Co sold out of Moody's (MCO) in Q2 2023, closing a stake of 26 shares — an estimated $7.96K sold.

Schubert & Co first reported a position in MCO in Q4 2021 and held it in 6 quarters. The position peaked at $7.96K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

  • Schubert & Co reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 26 Moody's shares in Q2 2023, an estimated $7.96K.
  • Schubert & Co first reported a position in Moody's in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Moody's position peaked at $7.96K in Q1 2023.
  • 1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.