Steward Financial Group’s Moody's MCO Stock Holding History

Steward Financial Group’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
2023 Q3	$19K	Buy	63 +17	+37%	+$5.78K	0.01%	258
2023 Q2	$15K	Buy	+46	New	+$14.6K	﹤0.01%	291
2022 Q3	–	Sell	-9	Closed	-$2K	–	806
2022 Q2	$2K	Buy	+9	New	+$2.69K	﹤0.01%	581

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Steward Financial Group's MCO Position: Q3 2023 in Review

Steward Financial Group increased its Moody's (MCO) stake by 37% in Q3 2023, buying an estimated $5.78K and bringing the position to 63 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #258.

Steward Financial Group first reported a position in MCO in Q2 2022 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Steward Financial Group held 63 shares of Moody's worth $19K as of Q3 2023.
Steward Financial Group bought 17 Moody's shares in Q3 2023, an estimated $5.78K.
Moody's made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #258 holding.
Steward Financial Group first reported a position in Moody's in Q2 2022 and has held it in 3 quarters since.
1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.