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Sierra Capital’s Moody's MCO Stock Holding History

Sierra 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
Q1 		– Sell
-15
Closed -$4K – 404
2022
Q4 		$4K Hold
15
– – ﹤0.01% 428
2022
Q3 		$4K Hold
15
– – ﹤0.01% 436
2022
Q2 		$4K Hold
15
– – ﹤0.01% 505
2022
Q1 		$5K Sell
15
-5
-25% -$1.68K ﹤0.01% 539
2021
Q4 		$8K Buy
+20
New +$7.71K ﹤0.01% 496

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sierra Capital's MCO Position: Q1 2023 in Review

Sierra Capital sold out of Moody's (MCO) in Q1 2023, closing a stake of 15 shares — an estimated $4K sold.

Sierra Capital first reported a position in MCO in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Sierra Capital reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 15 Moody's shares in Q1 2023, an estimated $4K.
  • Sierra Capital first reported a position in Moody's in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Moody's position peaked at $8K in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.