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TCWP’s Moody's MCO Stock Holding History

TCWP’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
-115
Closed -$38K – 1130
2022
Q1 		$38K Buy
+115
New +$38.7K 0.01% 539

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TCWP's MCO Position: Q2 2022 in Review

TCWP sold out of Moody's (MCO) in Q2 2022, closing a stake of 115 shares — an estimated $38K sold.

TCWP first reported a position in MCO in Q1 2022 and held it in 1 quarter. The position peaked at $38K in Q1 2022. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • TCWP reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 115 Moody's shares in Q2 2022, an estimated $38K.
  • TCWP first reported a position in Moody's in Q1 2022 and held it in 1 quarter.
  • TCWP's Moody's position peaked at $38K in Q1 2022.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.