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Stuart Chaussee & Associates’s Moody's MCO Stock Holding History

Stuart Chaussee & Associates’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
2021
Q1 		– Sell
-266
Closed -$77K – 282
2020
Q4 		$77K Hold
266
– – 0.03% 36
2020
Q3 		$77K Buy
+266
New +$75.9K 0.04% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stuart Chaussee & Associates's MCO Position: Q1 2021 in Review

Stuart Chaussee & Associates sold out of Moody's (MCO) in Q1 2021, closing a stake of 266 shares — an estimated $77K sold.

Stuart Chaussee & Associates first reported a position in MCO in Q3 2020 and held it in 2 quarters. The position peaked at $77K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Stuart Chaussee & Associates reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 266 Moody's shares in Q1 2021, an estimated $77K.
  • Stuart Chaussee & Associates first reported a position in Moody's in Q3 2020 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Moody's position peaked at $77K in Q4 2020.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2021, filed 11 May 2021.