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

Stonebridge Capital 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
2023 Q2	–	Sell	-5	Closed	-$1.54K	–	969
2023 Q1	$1.54K	Hold	5	–	–	﹤0.01%	829
2022 Q4	$1.4K	Hold	5	–	–	﹤0.01%	841
2022 Q3	$1K	Buy	+5	New	+$1.45K	﹤0.01%	919

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

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

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

Stonebridge Capital Advisors's MCO Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Moody's (MCO) in Q2 2023, closing a stake of 5 shares — an estimated $1.54K sold.

Stonebridge Capital Advisors first reported a position in MCO in Q3 2022 and held it in 3 quarters. The position peaked at $1.54K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Stonebridge Capital Advisors reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 5 Moody's shares in Q2 2023, an estimated $1.54K.
Stonebridge Capital Advisors first reported a position in Moody's in Q3 2022 and held it in 3 quarters.
Stonebridge Capital Advisors's Moody's position peaked at $1.54K in Q1 2023.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.