Thompson Siegel & Walmsley’s Moody's MCO Stock Holding History

Thompson Siegel & Walmsley’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 Q4	–	Sell	-2,500	Closed	-$790K	–	547
2023 Q3	$790K	Sell	2,500 -300	-11%	-$102K	0.01%	280
2023 Q2	$974K	Sell	2,800 -400	-13%	-$127K	0.02%	272
2023 Q1	$979K	Sell	3,200 -300	-9%	-$90.6K	0.02%	267
2022 Q4	$975K	Buy	+3,500	New	+$957K	0.02%	256
2016 Q3	–	Sell	-223	Closed	-$21K	–	764
2016 Q2	$21K	Buy	+223	New	+$21.5K	﹤0.01%	560
2016 Q1	–	Sell	-8,000	Closed	-$803K	–	712
2015 Q4	$803K	Buy	+8,000	New	+$802K	0.01%	289

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

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

ACM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Thompson Siegel & Walmsley's MCO Position: Q4 2023 in Review

Thompson Siegel & Walmsley sold out of Moody's (MCO) in Q4 2023, closing a stake of 2,500 shares — an estimated $790K sold.

Thompson Siegel & Walmsley first reported a position in MCO in Q4 2015 and held it in 6 quarters. The position peaked at $979K in Q1 2023. 1,102 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Thompson Siegel & Walmsley reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Thompson Siegel & Walmsley sold 2,500 Moody's shares in Q4 2023, an estimated $790K.
Thompson Siegel & Walmsley first reported a position in Moody's in Q4 2015 and held it in 6 quarters.
Thompson Siegel & Walmsley's Moody's position peaked at $979K in Q1 2023.
1,102 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Thompson Siegel & Walmsley's 13F filing for Q4 2023, filed 7 Feb 2024.