TIAA FSB’s Moody's MCO Stock Holding History

TIAA FSB’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 Q2	$2.09M	Sell	6,000 -69	-1%	-$21.9K	0.01%	253
2023 Q1	$1.86M	Sell	6,069 -963	-14%	-$291K	0.01%	250
2022 Q4	$1.96M	Sell	7,032 -174	-2%	-$47.6K	0.01%	245
2022 Q3	$1.75M	Sell	7,206 -689	-9%	-$200K	0.01%	242
2022 Q2	$2.15M	Buy	+7,895	New	+$2.36M	0.01%	238
2021 Q3	–	Sell	-10,348	Closed	-$3.75M	–	387
2021 Q2	$3.75M	Buy	+10,348	New	+$3.44M	0.01%	212
2021 Q1	–	Sell	-10,038	Closed	-$2.91M	–	376
2020 Q4	$2.91M	Buy	+10,038	New	+$2.81M	0.01%	213
2019 Q2	–	Sell	-12,215	Closed	-$2.21M	–	301
2019 Q1	$2.21M	Sell	12,215 -387	-3%	-$63.6K	0.02%	204
2018 Q4	$1.76M	Sell	12,602 -1,286	-9%	-$194K	0.01%	217
2018 Q3	$2.32M	Sell	13,888 -1,741	-11%	-$306K	0.01%	214
2018 Q2	$2.67M	Sell	15,629 -3,291	-17%	-$557K	0.01%	201
2018 Q1	$3.05M	Sell	18,920 -37,686	-67%	-$6.1M	0.02%	194
2017 Q4	$8.36M	Sell	56,606 -18,615	-25%	-$2.73M	0.05%	119
2017 Q3	$10.5M	Buy	75,221 +2,222	+3%	+$292K	0.06%	98
2017 Q2	$8.88M	Buy	+72,999	New	+$8.54M	0.06%	102

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB's MCO Position: Q2 2023 in Review

TIAA FSB reduced its Moody's (MCO) stake by 1.1% in Q2 2023, selling an estimated $21.9K and leaving 6,000 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #253.

TIAA FSB first reported a position in MCO in Q2 2017 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2017. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

TIAA FSB held 6,000 shares of Moody's worth $2.09M as of Q2 2023.
TIAA FSB sold 69 Moody's shares in Q2 2023, an estimated $21.9K.
Moody's made up 0.01% of TIAA FSB's portfolio in Q2 2023, its #253 holding.
TIAA FSB first reported a position in Moody's in Q2 2017 and has held it in 15 quarters since.
TIAA FSB's Moody's position peaked at $10.5M in Q3 2017.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.