Surevest’s Moody's MCO Stock Holding History

Surevest’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	$1K	Hold	5	–	–	﹤0.01%	468
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	506
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	406
2021 Q4	$2K	Buy	+5	New	+$1.93K	﹤0.01%	414

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

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

Surevest's MCO Position: Q3 2022 in Review

Surevest held its Moody's (MCO) position steady in Q3 2022 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Surevest first reported a position in MCO in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Surevest held 5 shares of Moody's worth $1K as of Q3 2022.
Surevest left its Moody's share count unchanged in Q3 2022.
Moody's made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #468 holding.
Surevest first reported a position in Moody's in Q4 2021 and has held it in 4 quarters since.
Surevest's Moody's position peaked at $2K in Q1 2022.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.