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

Symphony 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
2019
Q3 		– Sell
-3,433
Closed -$670K – 191
2019
Q2 		$670K Buy
+3,433
New +$652K 0.14% 101
2018
Q4 		– Sell
-3,001
Closed -$502K – 198
2018
Q3 		$502K Buy
3,001
+1,713
+133% +$301K 0.14% 96
2018
Q2 		$208K Sell
1,288
-2,207
-63% -$374K 0.04% 227
2018
Q1 		$564K Buy
3,495
+1,013
+41% +$164K 0.07% 224
2017
Q4 		$367K Sell
2,482
-84
-3% -$12.3K 0.04% 301
2017
Q3 		$357K Buy
2,566
+227
+10% +$29.8K 0.04% 299
2017
Q2 		$285K Sell
2,339
-68
-3% -$7.96K 0.03% 320
2017
Q1 		$270K Sell
2,407
-18
-0.7% -$1.93K 0.03% 354
2016
Q4 		$228K Buy
2,425
+20
+0.8% +$2.02K 0.02% 374
2016
Q3 		$260K Buy
2,405
+42
+2% +$4.42K 0.03% 362
2016
Q2 		$221K Sell
2,363
-26
-1% -$2.51K 0.02% 334
2016
Q1 		$231K Sell
2,389
-12,119
-84% -$1.09M 0.03% 348
2015
Q4 		$1.46M Buy
14,508
+5,930
+69% +$594K 0.16% 146
2015
Q3 		$842K Buy
+8,578
New +$913K 0.1% 217
2015
Q2 		– Sell
-5,170
Closed -$536K – 458
2015
Q1 		$536K Sell
5,170
-7,940
-61% -$767K 0.06% 306
2014
Q4 		$1.26M Buy
13,110
+128
+1% +$12.4K 0.16% 146
2014
Q3 		$1.23M Sell
12,982
-8,577
-40% -$786K 0.13% 157
2014
Q2 		$1.89M Sell
21,559
-2,484
-10% -$205K 0.2% 133
2014
Q1 		$1.91M Buy
24,043
+2,149
+10% +$168K 0.18% 145
2013
Q4 		$1.72M Buy
21,894
+9,224
+73% +$675K 0.13% 155
2013
Q3 		$891K Buy
+12,670
New +$831K 0.09% 204

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Symphony Asset Management's MCO Position: Q3 2019 in Review

Symphony Asset Management sold out of Moody's (MCO) in Q3 2019, closing a stake of 3,433 shares — an estimated $670K sold.

Symphony Asset Management first reported a position in MCO in Q3 2013 and held it in 21 quarters. The position peaked at $1.91M in Q1 2014. 767 funds tracked by Wall St. Rank hold MCO as of Q3 2019.

  • Symphony Asset Management reported no remaining Moody's position as of Q3 2019 after selling out during the quarter.
  • Symphony Asset Management sold 3,433 Moody's shares in Q3 2019, an estimated $670K.
  • Symphony Asset Management first reported a position in Moody's in Q3 2013 and held it in 21 quarters.
  • Symphony Asset Management's Moody's position peaked at $1.91M in Q1 2014.
  • 767 funds tracked by Wall St. Rank held Moody's as of Q3 2019.

Based on Symphony Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.