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SQ Advisors’s Moody's MCO Stock Holding History

SQ Advisors’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
2014
Q4 		– Sell
-1,501,018
Closed -$142M – 13
2014
Q3 		$142M Sell
1,501,018
-6,581
-0.4% -$603K 5.48% 12
2014
Q2 		$132M Sell
1,507,599
-2,933
-0.2% -$242K 5.39% 11
2014
Q1 		$120M Sell
1,510,532
-498,391
-25% -$39M 5.21% 12
2013
Q4 		$158M Buy
2,008,923
+607
+0% +$44.4K 7.5% 7
2013
Q3 		$141M Sell
2,008,316
-718
-0% -$47.1K 7.55% 9
2013
Q2 		$122M Buy
+2,009,034
New +$122M 7.23% 9

Other funds holding MCO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIFMU
Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

SQ Advisors's MCO Position: Q4 2014 in Review

SQ Advisors sold out of Moody's (MCO) in Q4 2014, closing a stake of 1,501,018 shares — an estimated $142M sold.

SQ Advisors first reported a position in MCO in Q2 2013 and held it in 6 quarters. The position peaked at $158M in Q4 2013. 507 funds tracked by Wall St. Rank hold MCO as of Q4 2014.

  • SQ Advisors reported no remaining Moody's position as of Q4 2014 after selling out during the quarter.
  • SQ Advisors sold 1,501,018 Moody's shares in Q4 2014, an estimated $142M.
  • SQ Advisors first reported a position in Moody's in Q2 2013 and held it in 6 quarters.
  • SQ Advisors's Moody's position peaked at $158M in Q4 2013.
  • 507 funds tracked by Wall St. Rank held Moody's as of Q4 2014.

Based on SQ Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.