Spearhead Capital Advisors’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$791K Buy
3,254
+180
+6% +$52.3K 0.86% 43
2022
Q2
$836K Buy
+3,074
New +$920K 0.12% 72

Other funds holding MCO

Spearhead Capital Advisors's MCO Position: Q3 2022 in Review

Spearhead Capital Advisors increased its Moody's (MCO) stake by 5.9% in Q3 2022, buying an estimated $52.3K and bringing the position to 3,254 shares worth $791K. The position accounts for 0.86% of the portfolio, ranked #43.

Spearhead Capital Advisors first reported a position in MCO in Q2 2022 and has held it in 2 quarters since. The position peaked at $836K in Q2 2022. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Spearhead Capital Advisors held 3,254 shares of Moody's worth $791K as of Q3 2022.
  • Spearhead Capital Advisors bought 180 Moody's shares in Q3 2022, an estimated $52.3K.
  • Moody's made up 0.86% of Spearhead Capital Advisors's portfolio in Q3 2022, its #43 holding.
  • Spearhead Capital Advisors first reported a position in Moody's in Q2 2022 and has held it in 2 quarters since.
  • Spearhead Capital Advisors's Moody's position peaked at $836K in Q2 2022.
  • 934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.