Sentry Investment Management’s Moody's MCO Stock Holding History

Sentry Investment Management’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$252K	Hold	504	–	–	0.14%	152
2025 Q1	$201K	Sell	504 -150	-23%	-$59.8K	0.14%	161
2024 Q4	$310K	Sell	654 -107	-14%	-$50.7K	0.15%	142
2024 Q3	$361K	Buy	761 +76	+11%	+$36.1K	0.15%	147
2024 Q2	$288K	Sell	685 -140	-17%	-$58.9K	0.13%	168
2024 Q1	$324K	Hold	825	–	–	0.13%	172
2023 Q4	$322K	Sell	825 -89	-10%	-$34.7K	0.14%	161
2023 Q3	$289K	Sell	914 -186	-17%	-$58.8K	0.14%	147
2023 Q2	$382K	Hold	1,100	–	–	0.14%	161
2023 Q1	$337K	Buy	1,100 +50	+5%	+$15.3K	0.14%	172
2022 Q4	$293K	Sell	1,050 -35	-3%	-$9.77K	0.13%	180
2022 Q3	$264K	Hold	1,085	–	–	0.13%	171
2022 Q2	$295K	Sell	1,085 -211	-16%	-$57.4K	0.13%	164
2022 Q1	$437K	Sell	1,296 -111	-8%	-$37.4K	0.14%	151
2021 Q4	$550K	Hold	1,407	–	–	0.14%	161
2021 Q3	$500K	Sell	1,407 -205	-13%	-$72.9K	0.15%	157
2021 Q2	$584K	Hold	1,612	–	–	0.15%	157
2021 Q1	$481K	Sell	1,612 -7,695	-83%	-$2.3M	0.13%	166
2020 Q4	$2.7M	Hold	9,307	–	–	0.14%	157
2020 Q3	$2.7M	Hold	9,307	–	–	0.15%	154
2020 Q2	$2.56M	Sell	9,307 -479	-5%	-$132K	0.16%	159
2020 Q1	$2.07M	Hold	9,786	–	–	0.15%	156
2019 Q4	$2.32M	Hold	9,786	–	–	0.14%	172
2019 Q3	$2M	Hold	9,786	–	–	0.13%	186
2019 Q2	$1.91M	Hold	9,786	–	–	0.13%	185
2019 Q1	$1.77M	Sell	9,786 -869	-8%	-$157K	0.12%	186
2018 Q4	$1.49M	Sell	10,655 -278	-3%	-$38.9K	0.11%	203
2018 Q3	$1.83M	Hold	10,933	–	–	0.11%	201
2018 Q2	$1.87M	Sell	10,933 -1,213	-10%	-$207K	0.12%	193
2018 Q1	$1.96M	Buy	12,146 +310	+3%	+$50K	0.12%	209
2017 Q4	$1.75M	Hold	11,836	–	–	0.1%	234
2017 Q3	$1.65M	Hold	11,836	–	–	0.06%	239
2017 Q2	$1.44M	Hold	11,836	–	–	0.06%	256
2017 Q1	$1.33M	Sell	11,836 -551	-4%	-$61.7K	0.05%	266
2016 Q4	$1.17M	Hold	12,387	–	–	0.05%	292
2016 Q3	$1.34M	Sell	12,387 -1,017	-8%	-$110K	0.06%	262
2016 Q2	$1.26M	Hold	13,404	–	–	0.06%	274
2016 Q1	$1.29M	Hold	13,404	–	–	0.06%	254
2015 Q4	$1.35M	Buy	13,404 +1,162	+9%	+$117K	0.06%	244
2015 Q3	$1.2M	Hold	12,242	–	–	0.06%	238
2015 Q2	$1.32M	Hold	12,242	–	–	0.06%	242
2015 Q1	$1.27M	Buy	12,242 +600	+5%	+$62.3K	0.06%	240
2014 Q4	$1.12M	Buy	11,642 +2,600	+29%	+$249K	0.05%	235
2014 Q3	$854K	Sell	9,042 -1,114	-11%	-$105K	0.04%	269
2014 Q2	$890K	Sell	10,156 -744	-7%	-$65.2K	0.05%	284
2014 Q1	$865K	Hold	10,900	–	–	0.05%	287
2013 Q4	$855K	Buy	10,900 +2,500	+30%	+$196K	0.05%	285
2013 Q3	$591K	Sell	8,400 -100	-1%	-$7.04K	0.04%	364
2013 Q2	$518K	Buy	+8,500	New	+$518K	0.03%	298