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Strategic Asset Management’s Moody's MCO Stock Holding History

Strategic Asset Management’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 		$5K Sell
19
-40
-68% -$11.6K 0.01% 466
2022
Q2 		$16K Hold
59
– – 0.03% 307
2022
Q1 		$20K Buy
+59
New +$19.8K 0.03% 291

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 $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Strategic Asset Management's MCO Position: Q3 2022 in Review

Strategic Asset Management reduced its Moody's (MCO) stake by 68% in Q3 2022, selling an estimated $11.6K and leaving 19 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #466.

Strategic Asset Management first reported a position in MCO in Q1 2022 and has held it in 3 quarters since. The position peaked at $20K in Q1 2022. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Strategic Asset Management held 19 shares of Moody's worth $5K as of Q3 2022.
  • Strategic Asset Management sold 40 Moody's shares in Q3 2022, an estimated $11.6K.
  • Moody's made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #466 holding.
  • Strategic Asset Management first reported a position in Moody's in Q1 2022 and has held it in 3 quarters since.
  • Strategic Asset Management's Moody's position peaked at $20K in Q1 2022.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.