Seven Eight Capital’s Moody's MCO Stock Holding History

Seven Eight Capital’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 Q3	–	Sell	-977	Closed	-$340K	–	677
2023 Q2	$340K	Buy	+977	New	+$310K	0.06%	373
2022 Q4	–	Sell	-2,238	Closed	-$544K	–	549
2022 Q3	$544K	Buy	2,238 +1,362	+155%	+$396K	0.11%	260
2022 Q2	$238K	Buy	+876	New	+$262K	0.1%	303
2020 Q4	–	Sell	-2,900	Closed	-$841K	–	542
2020 Q3	$841K	Buy	+2,900	New	+$828K	0.18%	213
2016 Q4	–	Sell	-7,107	Closed	-$770K	–	618
2016 Q3	$770K	Sell	7,107 -8,700	-55%	-$915K	0.23%	158
2016 Q2	$1.48M	Buy	15,807 +14,200	+884%	+$1.37M	0.51%	53
2016 Q1	$155K	Sell	1,607 -3,200	-67%	-$288K	0.07%	339
2015 Q4	$482K	Buy	4,807 +4,700	+4,393%	+$471K	0.33%	103
2015 Q3	$11K	Buy	+107	New	+$11.4K	0.01%	443
2015 Q2	–	Sell	-7	Closed	-$1K	–	607
2015 Q1	$1K	Hold	7	–	–	﹤0.01%	460
2014 Q4	$1K	Buy	+7	New	+$679	﹤0.01%	455
2014 Q3	–	Sell	-2,100	Closed	-$184K	–	616
2014 Q2	$184K	Sell	2,100 -3,300	-61%	-$272K	0.18%	191
2014 Q1	$428K	Buy	+5,400	New	+$423K	0.37%	89

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

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

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

ACM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Seven Eight Capital's MCO Position: Q3 2023 in Review

Seven Eight Capital sold out of Moody's (MCO) in Q3 2023, closing a stake of 977 shares — an estimated $340K sold.

Seven Eight Capital first reported a position in MCO in Q1 2014 and held it in 13 quarters. The position peaked at $1.48M in Q2 2016. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Seven Eight Capital reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Seven Eight Capital sold 977 Moody's shares in Q3 2023, an estimated $340K.
Seven Eight Capital first reported a position in Moody's in Q1 2014 and held it in 13 quarters.
Seven Eight Capital's Moody's position peaked at $1.48M in Q2 2016.
1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Seven Eight Capital's 13F filing for Q3 2023, filed 14 Nov 2023.