Trillium Asset Management’s Moody's MCO Stock Holding History

Trillium Asset 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
2022 Q2	–	Sell	-1,195	Closed	-$403K	–	233
2022 Q1	$403K	Hold	1,195	–	–	0.01%	220
2021 Q4	$467K	Hold	1,195	–	–	0.01%	216
2021 Q3	$424K	Hold	1,195	–	–	0.01%	210
2021 Q2	$433K	Buy	1,195 +223	+23%	+$74.2K	0.01%	212
2021 Q1	$290K	Hold	972	–	–	0.01%	222
2020 Q4	$282K	Hold	972	–	–	0.01%	222
2020 Q3	$282K	Buy	972 +11	+1%	+$3.14K	0.01%	212
2020 Q2	$264K	Buy	+961	New	+$244K	0.01%	219

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

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

Trillium Asset Management's MCO Position: Q2 2022 in Review

Trillium Asset Management sold out of Moody's (MCO) in Q2 2022, closing a stake of 1,195 shares — an estimated $403K sold.

Trillium Asset Management first reported a position in MCO in Q2 2020 and held it in 8 quarters. The position peaked at $467K in Q4 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Trillium Asset Management reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Trillium Asset Management sold 1,195 Moody's shares in Q2 2022, an estimated $403K.
Trillium Asset Management first reported a position in Moody's in Q2 2020 and held it in 8 quarters.
Trillium Asset Management's Moody's position peaked at $467K in Q4 2021.
949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Trillium Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.