Sit Investment Associates’s Moody's MCO Stock Holding History

Sit Investment Associates’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
2016 Q4	–	Sell	-7,400	Closed	-$801K	–	514
2016 Q3	$801K	Hold	7,400	–	–	0.02%	328
2016 Q2	$693K	Sell	7,400 -4,000	-35%	-$386K	0.02%	338
2016 Q1	$1.1M	Sell	11,400 -3,700	-25%	-$333K	0.02%	308
2015 Q4	$1.51M	Sell	15,100 -186,550	-93%	-$18.7M	0.03%	277
2015 Q3	$19.8M	Sell	201,650 -45,825	-19%	-$4.88M	0.37%	95
2015 Q2	$26.7M	Sell	247,475 -52,625	-18%	-$5.67M	0.49%	82
2015 Q1	$31.1M	Sell	300,100 -9,435	-3%	-$912K	0.54%	81
2014 Q4	$29.7M	Sell	309,535 -12,655	-4%	-$1.23M	0.49%	81
2014 Q3	$30.4M	Sell	322,190 -94,000	-23%	-$8.61M	0.53%	73
2014 Q2	$36.5M	Sell	416,190 -39,835	-9%	-$3.28M	0.62%	51
2014 Q1	$36.2M	Buy	456,025 +42,090	+10%	+$3.3M	0.64%	55
2013 Q4	$32.5M	Sell	413,935 -9,720	-2%	-$712K	0.58%	62
2013 Q3	$29.8M	Buy	423,655 +16,275	+4%	+$1.07M	0.57%	67
2013 Q2	$24.8M	Buy	+407,380	New	+$24.7M	0.5%	72

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sit Investment Associates's MCO Position: Q4 2016 in Review

Sit Investment Associates sold out of Moody's (MCO) in Q4 2016, closing a stake of 7,400 shares — an estimated $801K sold.

Sit Investment Associates first reported a position in MCO in Q2 2013 and held it in 14 quarters. The position peaked at $36.5M in Q2 2014. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

Sit Investment Associates reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
Sit Investment Associates sold 7,400 Moody's shares in Q4 2016, an estimated $801K.
Sit Investment Associates first reported a position in Moody's in Q2 2013 and held it in 14 quarters.
Sit Investment Associates's Moody's position peaked at $36.5M in Q2 2014.
561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on Sit Investment Associates's 13F filing for Q4 2016, filed 19 Jan 2017.