Sonora Investment Management’s Moody's MCO Stock Holding History

Sonora Investment 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 Q3	$164K	Buy	462 +62	+16%	+$23.4K	0.02%	227
2021 Q2	$145K	Hold	400	–	–	0.02%	231
2021 Q1	$119K	Hold	400	–	–	0.01%	377
2020 Q4	$116K	Hold	400	–	–	0.01%	388
2020 Q3	$116K	Hold	400	–	–	0.01%	349
2020 Q2	$110K	Hold	400	–	–	0.01%	325
2020 Q1	$85K	Hold	400	–	–	0.01%	342
2019 Q4	$95K	Hold	400	–	–	0.01%	356
2019 Q3	$82K	Hold	400	–	–	0.01%	378
2019 Q2	$78K	Hold	400	–	–	0.01%	393
2019 Q1	$72K	Hold	400	–	–	0.01%	394
2018 Q4	$56K	Buy	+400	New	+$60.3K	0.01%	374
2015 Q4	–	Sell	-57	Closed	-$6K	–	1004
2015 Q3	$6K	Buy	+57	New	+$6.06K	﹤0.01%	649

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

ACM

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Sonora Investment Management's MCO Position: Q3 2021 in Review

Sonora Investment Management increased its Moody's (MCO) stake by 16% in Q3 2021, buying an estimated $23.4K and bringing the position to 462 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #227.

Sonora Investment Management first reported a position in MCO in Q3 2015 and has held it in 13 quarters since. 970 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

Sonora Investment Management held 462 shares of Moody's worth $164K as of Q3 2021.
Sonora Investment Management bought 62 Moody's shares in Q3 2021, an estimated $23.4K.
Moody's made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #227 holding.
Sonora Investment Management first reported a position in Moody's in Q3 2015 and has held it in 13 quarters since.
970 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.