Shine Investment Advisory Services’s Moody's MCO Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$49K	Hold	170	–	–	0.02%	304
2020 Q2	$47K	Sell	170 -6	-3%	-$1.52K	0.02%	302
2020 Q1	$37K	Sell	176 -34	-16%	-$8.26K	0.02%	312
2019 Q4	$50K	Sell	210 -49	-19%	-$10.9K	0.02%	320
2019 Q3	$53K	Hold	259	–	–	0.03%	291
2019 Q2	$51K	Sell	259 -95	-27%	-$18K	0.02%	295
2019 Q1	$64K	Hold	354	–	–	0.03%	261
2018 Q4	$50K	Buy	354 +46	+15%	+$6.94K	0.02%	280
2018 Q3	$51K	Buy	308 +56	+22%	+$9.85K	0.03%	296
2018 Q2	$43K	Hold	252	–	–	0.02%	340
2018 Q1	$41K	Buy	252 +58	+30%	+$9.39K	0.02%	343
2017 Q4	$29K	Hold	194	–	–	0.01%	390
2017 Q3	$27K	Sell	194 -12	-6%	-$1.58K	0.01%	400
2017 Q2	$25K	Buy	+206	New	+$24.1K	0.01%	398

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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shine Investment Advisory Services's MCO Position: Q3 2020 in Review

Shine Investment Advisory Services held its Moody's (MCO) position steady in Q3 2020 at 170 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #304.

Shine Investment Advisory Services first reported a position in MCO in Q2 2017 and has held it in 14 quarters since. The position peaked at $64K in Q1 2019. 884 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

Shine Investment Advisory Services held 170 shares of Moody's worth $49K as of Q3 2020.
Shine Investment Advisory Services left its Moody's share count unchanged in Q3 2020.
Moody's made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #304 holding.
Shine Investment Advisory Services first reported a position in Moody's in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Moody's position peaked at $64K in Q1 2019.
884 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.