TrueWealth LLC’s Moody's MCO Stock Holding History

TrueWealth LLC’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
2020 Q2	$68K	Hold	248	–	–	0.03%	235
2020 Q1	$52K	Hold	248	–	–	0.03%	246
2019 Q4	$59K	Hold	248	–	–	0.02%	254
2019 Q3	$51K	Hold	248	–	–	0.02%	261
2019 Q2	$48K	Hold	248	–	–	0.02%	270
2019 Q1	$45K	Hold	248	–	–	0.02%	271
2018 Q4	$35K	Hold	248	–	–	0.02%	290
2018 Q3	$41K	Hold	248	–	–	0.02%	293
2018 Q2	$42K	Hold	248	–	–	0.02%	285
2018 Q1	$40K	Sell	248 -465	-65%	-$75.3K	0.02%	281
2017 Q4	$105K	Buy	+713	New	+$104K	0.05%	203

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

ACM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TrueWealth LLC's MCO Position: Q2 2020 in Review

TrueWealth LLC held its Moody's (MCO) position steady in Q2 2020 at 248 shares worth $68K. The position accounts for 0.03% of the portfolio, ranked #235.

TrueWealth LLC first reported a position in MCO in Q4 2017 and has held it in 11 quarters since. The position peaked at $105K in Q4 2017. 872 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

TrueWealth LLC held 248 shares of Moody's worth $68K as of Q2 2020.
TrueWealth LLC left its Moody's share count unchanged in Q2 2020.
Moody's made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #235 holding.
TrueWealth LLC first reported a position in Moody's in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Moody's position peaked at $105K in Q4 2017.
872 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.