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Sterling Investment Advisors (Pennsylvania)’s Moody's MCO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-43
Closed -$12K – 341
2022
Q2 		$12K Hold
43
– – ﹤0.01% 383
2022
Q1 		$15K Sell
43
-11
-20% -$3.7K ﹤0.01% 392
2021
Q4 		$21K Hold
54
– – 0.01% 361
2021
Q3 		$19K Hold
54
– – 0.01% 362
2021
Q2 		$20K Hold
54
– – 0.01% 354
2021
Q1 		$16K Buy
+54
New +$15.2K 0.01% 371

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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 $110B AUM 4.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MCO Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Moody's (MCO) in Q3 2022, closing a stake of 43 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MCO in Q1 2021 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 43 Moody's shares in Q3 2022, an estimated $12K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Moody's in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Moody's position peaked at $21K in Q4 2021.
  • 934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.