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

Sompo 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
2020
Q4 		– Sell
-2,250
Closed -$652K – 134
2020
Q3 		$652K Buy
2,250
+390
+21% +$111K 0.16% 105
2020
Q2 		$511K Sell
1,860
-30
-2% -$7.62K 0.13% 116
2020
Q1 		$400K Buy
1,890
+210
+13% +$51K 0.11% 115
2019
Q4 		$399K Buy
1,680
+460
+38% +$102K 0.09% 108
2019
Q3 		$250K Buy
+1,220
New +$256K 0.06% 115

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sompo Asset Management's MCO Position: Q4 2020 in Review

Sompo Asset Management sold out of Moody's (MCO) in Q4 2020, closing a stake of 2,250 shares — an estimated $652K sold.

Sompo Asset Management first reported a position in MCO in Q3 2019 and held it in 5 quarters. The position peaked at $652K in Q3 2020. 931 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

  • Sompo Asset Management reported no remaining Moody's position as of Q4 2020 after selling out during the quarter.
  • Sompo Asset Management sold 2,250 Moody's shares in Q4 2020, an estimated $652K.
  • Sompo Asset Management first reported a position in Moody's in Q3 2019 and held it in 5 quarters.
  • Sompo Asset Management's Moody's position peaked at $652K in Q3 2020.
  • 931 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Sompo Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.