Teamwork Financial Advisors’s Moody's MCO Stock Holding History

Teamwork Financial 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
2022 Q1	–	Sell	-648	Closed	-$253K	–	302
2021 Q4	$253K	Sell	648 -21	-3%	-$8.1K	0.05%	261
2021 Q3	$237K	Buy	669 +70	+12%	+$26.4K	0.05%	244
2021 Q2	$217K	Buy	+599	New	+$199K	0.04%	231
2021 Q1	–	Sell	-791	Closed	-$230K	–	243
2020 Q4	$230K	Sell	791 -90	-10%	-$25.2K	0.05%	184
2020 Q3	$255K	Sell	881 -1,639	-65%	-$468K	0.08%	155
2020 Q2	$692K	Buy	2,520 +1,086	+76%	+$276K	0.25%	92
2020 Q1	$303K	Buy	+1,434	New	+$349K	0.19%	89

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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 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

Teamwork Financial Advisors's MCO Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Moody's (MCO) in Q1 2022, closing a stake of 648 shares — an estimated $253K sold.

Teamwork Financial Advisors first reported a position in MCO in Q1 2020 and held it in 7 quarters. The position peaked at $692K in Q2 2020. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Teamwork Financial Advisors reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 648 Moody's shares in Q1 2022, an estimated $253K.
Teamwork Financial Advisors first reported a position in Moody's in Q1 2020 and held it in 7 quarters.
Teamwork Financial Advisors's Moody's position peaked at $692K in Q2 2020.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.