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Sirios Capital Management’s Moody's MCO Stock Holding History

Sirios Capital 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
2021
Q1 		– Sell
-6,580
Closed -$1.91M – 98
2020
Q4 		$1.91M Sell
6,580
-8,603
-57% -$2.41M 0.15% 77
2020
Q3 		$4.4M Sell
15,183
-3,119
-17% -$890K 0.36% 60
2020
Q2 		$5.03M Buy
18,302
+835
+5% +$212K 0.41% 58
2020
Q1 		$3.69M Sell
17,467
-14,140
-45% -$3.44M 0.33% 46
2019
Q4 		$7.5M Sell
31,607
-14,795
-32% -$3.29M 0.48% 35
2019
Q3 		$9.5M Sell
46,402
-51,821
-53% -$10.9M 0.63% 33
2019
Q2 		$19.2M Sell
98,223
-15,382
-14% -$2.92M 1.23% 27
2019
Q1 		$20.6M Sell
113,605
-29,577
-21% -$4.86M 1.25% 30
2018
Q4 		$20.1M Buy
+143,182
New +$21.6M 1.21% 30

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sirios Capital Management's MCO Position: Q1 2021 in Review

Sirios Capital Management sold out of Moody's (MCO) in Q1 2021, closing a stake of 6,580 shares — an estimated $1.91M sold.

Sirios Capital Management first reported a position in MCO in Q4 2018 and held it in 9 quarters. The position peaked at $20.6M in Q1 2019. 919 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Sirios Capital Management reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Sirios Capital Management sold 6,580 Moody's shares in Q1 2021, an estimated $1.91M.
  • Sirios Capital Management first reported a position in Moody's in Q4 2018 and held it in 9 quarters.
  • Sirios Capital Management's Moody's position peaked at $20.6M in Q1 2019.
  • 919 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Sirios Capital Management's 13F filing for Q1 2021, filed 14 May 2021.