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

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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return