Sumitomo Life Insurance’s Moody's MCO Stock Holding History

Sumitomo Life Insurance’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
2016 Q4	–	Sell	-5,623	Closed	-$609K	–	288
2016 Q3	$609K	Sell	5,623 -16,743	-75%	-$1.76M	0.09%	265
2016 Q2	$2.1M	Sell	22,366 -787	-3%	-$76K	0.29%	113
2016 Q1	$2.24M	Sell	23,153 -699	-3%	-$62.8K	0.29%	112
2015 Q4	$2.39M	Sell	23,852 -563	-2%	-$56.4K	0.3%	106
2015 Q3	$2.4M	Sell	24,415 -622	-2%	-$66.2K	0.32%	93
2015 Q2	$2.7M	Buy	25,037 +3,864	+18%	+$416K	0.33%	91
2015 Q1	$2.2M	Sell	21,173 -2,242	-10%	-$217K	0.24%	142
2014 Q4	$2.24M	Sell	23,415 -1,297	-5%	-$126K	0.22%	168
2014 Q3	$2.33M	Sell	24,712 -675	-3%	-$61.8K	0.23%	162
2014 Q2	$2.23M	Buy	+25,387	New	+$2.09M	0.21%	179

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Life Insurance's MCO Position: Q4 2016 in Review

Sumitomo Life Insurance sold out of Moody's (MCO) in Q4 2016, closing a stake of 5,623 shares — an estimated $609K sold.

Sumitomo Life Insurance first reported a position in MCO in Q2 2014 and held it in 10 quarters. The position peaked at $2.7M in Q2 2015. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

Sumitomo Life Insurance reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
Sumitomo Life Insurance sold 5,623 Moody's shares in Q4 2016, an estimated $609K.
Sumitomo Life Insurance first reported a position in Moody's in Q2 2014 and held it in 10 quarters.
Sumitomo Life Insurance's Moody's position peaked at $2.7M in Q2 2015.
561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.