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Tran Capital Management’s Moody's MCO Stock Holding History

Tran Capital Management’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
2021
Q1 		– Sell
-10,875
Closed -$3.16M – 52
2020
Q4 		$3.16M Sell
10,875
-1,774
-14% -$496K 0.29% 34
2020
Q3 		$3.67M Sell
12,649
-12,551
-50% -$3.58M 0.39% 32
2020
Q2 		$6.92M Sell
25,200
-5,975
-19% -$1.52M 0.8% 35
2020
Q1 		$6.59M Buy
31,175
+16,670
+115% +$4.05M 0.96% 36
2019
Q4 		$3.44M Buy
14,505
+13,505
+1,351% +$3M 0.4% 41
2019
Q3 		$205K Sell
1,000
-1,300
-57% -$272K 0.03% 57
2019
Q2 		$449K Buy
+2,300
New +$436K 0.06% 49

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tran Capital Management's MCO Position: Q1 2021 in Review

Tran Capital Management sold out of Moody's (MCO) in Q1 2021, closing a stake of 10,875 shares — an estimated $3.16M sold.

Tran Capital Management first reported a position in MCO in Q2 2019 and held it in 7 quarters. The position peaked at $6.92M in Q2 2020. 919 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Tran Capital Management reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Tran Capital Management sold 10,875 Moody's shares in Q1 2021, an estimated $3.16M.
  • Tran Capital Management first reported a position in Moody's in Q2 2019 and held it in 7 quarters.
  • Tran Capital Management's Moody's position peaked at $6.92M in Q2 2020.
  • 919 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Tran Capital Management's 13F filing for Q1 2021, filed 26 Apr 2021.