Sutton Wealth Advisors’s Moody's MCO Stock Holding History

Sutton Wealth 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 Q3	$17.1K	Buy	54 +15	+38%	+$5.1K	0.01%	377
2023 Q2	$13.6K	Hold	39	–	–	0.01%	410
2023 Q1	$11.9K	Hold	39	–	–	0.01%	389
2022 Q4	$10.9K	Sell	39 -10	-20%	-$2.73K	﹤0.01%	915
2022 Q3	$11.9K	Sell	49 -5	-9%	-$1.45K	﹤0.01%	838
2022 Q2	$14.7K	Buy	54 +1	+2%	+$299	0.01%	774
2022 Q1	$17.9K	Buy	53 +12	+29%	+$4.04K	0.01%	741
2021 Q4	$16K	Hold	41	–	–	0.01%	781
2021 Q3	$14.6K	Buy	41 +2	+5%	+$754	0.01%	792
2021 Q2	$14.1K	Hold	39	–	–	0.01%	804
2021 Q1	$11.6K	Sell	39 -5	-11%	-$1.41K	﹤0.01%	832
2020 Q4	$12.8K	Buy	44 +5	+13%	+$1.4K	0.01%	747
2020 Q3	$11.3K	Hold	39	–	–	0.01%	699
2020 Q2	$10.7K	Buy	39 +3	+8%	+$762	0.01%	690
2020 Q1	$7.61K	Buy	36 +3	+9%	+$729	﹤0.01%	729
2019 Q4	$7.83K	Hold	33	–	–	﹤0.01%	870
2019 Q3	$6.76K	Hold	33	–	–	﹤0.01%	879
2019 Q2	$6.45K	Buy	33 +7	+27%	+$1.33K	﹤0.01%	875
2019 Q1	$4.71K	Buy	26 +3	+13%	+$493	﹤0.01%	949
2018 Q4	$3.22K	Hold	23	–	–	﹤0.01%	945
2018 Q3	$3.85K	Hold	23	–	–	﹤0.01%	933
2018 Q2	$3.92K	Hold	23	–	–	﹤0.01%	947
2018 Q1	$3.71K	Hold	23	–	–	﹤0.01%	954
2017 Q4	$3.4K	Hold	23	–	–	﹤0.01%	928
2017 Q3	$3.2K	Hold	23	–	–	﹤0.01%	914
2017 Q2	$2.8K	Hold	23	–	–	﹤0.01%	934
2017 Q1	$2.58K	Hold	23	–	–	﹤0.01%	918
2016 Q4	$2.17K	Hold	23	–	–	﹤0.01%	927
2016 Q3	$2.49K	Hold	23	–	–	﹤0.01%	906
2016 Q2	$2.15K	Hold	23	–	–	﹤0.01%	879
2016 Q1	$2.22K	Buy	+23	New	+$2.07K	﹤0.01%	866

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

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

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

Sutton Wealth Advisors's MCO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Moody's (MCO) stake by 38% in Q3 2023, buying an estimated $5.1K and bringing the position to 54 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #377.

Sutton Wealth Advisors first reported a position in MCO in Q1 2016 and has held it in 31 quarters since. The position peaked at $17.9K in Q1 2022. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Sutton Wealth Advisors held 54 shares of Moody's worth $17.1K as of Q3 2023.
Sutton Wealth Advisors bought 15 Moody's shares in Q3 2023, an estimated $5.1K.
Moody's made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #377 holding.
Sutton Wealth Advisors first reported a position in Moody's in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Moody's position peaked at $17.9K in Q1 2022.
1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.