Tarbox Family Office’s Moody's MCO Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-15	Closed	-$5K	–	630
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	539
2021 Q4	$6K	Hold	15	–	–	﹤0.01%	561
2021 Q3	$5K	Hold	15	–	–	﹤0.01%	639
2021 Q2	$5K	Sell	15 -1	-6%	-$333	﹤0.01%	640
2021 Q1	$5K	Hold	16	–	–	﹤0.01%	566
2020 Q4	$5K	Sell	16 -2	-11%	-$559	﹤0.01%	530
2020 Q3	$5K	Hold	18	–	–	﹤0.01%	484
2020 Q2	$5K	Sell	18 -4	-18%	-$1.02K	﹤0.01%	486
2020 Q1	$5K	Buy	22 +6	+38%	+$1.46K	﹤0.01%	428
2019 Q4	$4K	Sell	16 -4	-20%	-$889	﹤0.01%	577
2019 Q3	$4K	Hold	20	–	–	﹤0.01%	516
2019 Q2	$4K	Hold	20	–	–	﹤0.01%	512
2019 Q1	$4K	Hold	20	–	–	﹤0.01%	416
2018 Q4	$3K	Buy	20 +7	+54%	+$1.06K	﹤0.01%	435
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	523
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	516
2018 Q1	$2K	Sell	13 -2	-13%	-$324	﹤0.01%	520
2017 Q4	$2K	Hold	15	–	–	﹤0.01%	508
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	503
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	488
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	490
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	516
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	444
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	505
2016 Q1	$1K	Hold	15	–	–	﹤0.01%	523
2015 Q4	$2K	Hold	15	–	–	﹤0.01%	417
2015 Q3	$1K	Hold	15	–	–	﹤0.01%	496
2015 Q2	$2K	Hold	15	–	–	﹤0.01%	406
2015 Q1	$2K	Hold	15	–	–	﹤0.01%	416
2014 Q4	$1K	Hold	15	–	–	﹤0.01%	482
2014 Q3	$1K	Buy	+15	New	+$1.37K	﹤0.01%	479

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

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

ACM

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

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

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

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

Tarbox Family Office's MCO Position: Q2 2022 in Review

Tarbox Family Office sold out of Moody's (MCO) in Q2 2022, closing a stake of 15 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in MCO in Q3 2014 and held it in 31 quarters. The position peaked at $6K in Q4 2021. 951 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Tarbox Family Office reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 15 Moody's shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in Moody's in Q3 2014 and held it in 31 quarters.
Tarbox Family Office's Moody's position peaked at $6K in Q4 2021.
951 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.