SG3 Management’s Moody's MCO Stock Holding History

SG3 Management’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 Q2	–	Sell	-10,000	Closed	-$3.37M	–	650
2022 Q1	$3.37M	Buy	+10,000	New	+$3.36M	0.09%	200
2020 Q2	–	Sell	-4,000	Closed	-$846K	–	675
2020 Q1	$846K	Hold	4,000	–	–	0.11%	120
2019 Q4	$950K	Buy	4,000 +1,500	+60%	+$333K	0.06%	111
2019 Q3	$512K	Buy	+2,500	New	+$524K	0.05%	175

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SG3 Management's MCO Position: Q2 2020 in Review

SG3 Management sold out of Moody's (MCO) in Q2 2020, closing a stake of 1,000 shares — an estimated $212K sold.

SG3 Management first reported a position in MCO in Q1 2020 and held it in 1 quarter. The position peaked at $212K in Q1 2020. 871 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

SG3 Management reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
SG3 Management sold 1,000 Moody's shares in Q2 2020, an estimated $212K.
SG3 Management first reported a position in Moody's in Q1 2020 and held it in 1 quarter.
SG3 Management's Moody's position peaked at $212K in Q1 2020.
871 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on SG3 Management's 13F filing for Q2 2020, filed 14 Aug 2020.