Seeyond’s Moody's MCO Stock Holding History

Seeyond’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
2022 Q4	$2.76M	Buy	9,901 +7,473	+308%	+$2.04M	0.27%	119
2022 Q3	$590K	Sell	2,428 -85	-3%	-$24.7K	0.07%	387
2022 Q2	$683K	Sell	2,513 -263	-9%	-$78.7K	0.08%	391
2022 Q1	$936K	Sell	2,776 -23	-0.8%	-$7.73K	0.09%	354
2021 Q4	$1.09M	Sell	2,799 -31	-1%	-$12K	0.1%	338
2021 Q3	$1M	Buy	2,830 +2,085	+280%	+$786K	0.1%	336
2021 Q2	$269K	Buy	745 +4	+0.5%	+$1.33K	0.03%	519
2021 Q1	$221K	Hold	741	–	–	0.02%	544
2020 Q4	$215K	Sell	741 -5	-0.7%	-$1.4K	0.02%	546
2020 Q3	$216K	Buy	746 +14	+2%	+$4K	0.02%	519
2020 Q2	$201K	Sell	732 -19	-3%	-$4.83K	0.02%	524
2020 Q1	$1.23M	Sell	751 -6	-0.8%	-$1.46K	0.17%	165
2019 Q4	$180K	Hold	757	–	–	0.02%	556
2019 Q3	$155K	Hold	757	–	–	0.02%	547
2019 Q2	$148K	Sell	757 -164	-18%	-$31.1K	0.02%	567
2019 Q1	$167K	Hold	921	–	–	0.02%	565
2018 Q4	$129K	Buy	+921	New	+$139K	0.02%	561

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Seeyond's MCO Position: Q4 2022 in Review

Seeyond increased its Moody's (MCO) stake by 308% in Q4 2022, buying an estimated $2.04M and bringing the position to 9,901 shares worth $2.76M. The position accounts for 0.27% of the portfolio, ranked #119.

Seeyond first reported a position in MCO in Q4 2018 and has held it in 17 quarters since. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Seeyond held 9,901 shares of Moody's worth $2.76M as of Q4 2022.
Seeyond bought 7,473 Moody's shares in Q4 2022, an estimated $2.04M.
Moody's made up 0.27% of Seeyond's portfolio in Q4 2022, its #119 holding.
Seeyond first reported a position in Moody's in Q4 2018 and has held it in 17 quarters since.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.