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Socorro Asset Management’s Moody's MCO Stock Holding History

Socorro Asset 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
Q4 		– Sell
-25,616
Closed -$9.1M – 35
2021
Q3 		$9.1M Buy
25,616
+3,118
+14% +$1.17M 2.56% 26
2021
Q2 		$8.15M Buy
22,498
+2,145
+11% +$714K 2.66% 23
2021
Q1 		$6.08M Buy
20,353
+1,621
+9% +$456K 2.69% 22
2020
Q4 		$5.44M Buy
+18,732
New +$5.24M 2.82% 22

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Socorro Asset Management's MCO Position: Q4 2021 in Review

Socorro Asset Management sold out of Moody's (MCO) in Q4 2021, closing a stake of 25,616 shares — an estimated $9.1M sold.

Socorro Asset Management first reported a position in MCO in Q4 2020 and held it in 4 quarters. The position peaked at $9.1M in Q3 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

  • Socorro Asset Management reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
  • Socorro Asset Management sold 25,616 Moody's shares in Q4 2021, an estimated $9.1M.
  • Socorro Asset Management first reported a position in Moody's in Q4 2020 and held it in 4 quarters.
  • Socorro Asset Management's Moody's position peaked at $9.1M in Q3 2021.
  • 1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Socorro Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.