Tsai Capital’s Moody's MCO Stock Holding History

Tsai Capital’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 Q4	–	Sell	-5,292	Closed	-$1.29M	–	22
2022 Q3	$1.29M	Buy	5,292 +714	+16%	+$207K	1.43%	16
2022 Q2	$1.25M	Buy	+4,578	New	+$1.37M	1.48%	15

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Tsai Capital's MCO Position: Q4 2022 in Review

Tsai Capital sold out of Moody's (MCO) in Q4 2022, closing a stake of 5,292 shares — an estimated $1.29M sold.

Tsai Capital first reported a position in MCO in Q2 2022 and held it in 2 quarters. The position peaked at $1.29M in Q3 2022. 964 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Tsai Capital reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
Tsai Capital sold 5,292 Moody's shares in Q4 2022, an estimated $1.29M.
Tsai Capital first reported a position in Moody's in Q2 2022 and held it in 2 quarters.
Tsai Capital's Moody's position peaked at $1.29M in Q3 2022.
964 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Tsai Capital's 13F filing for Q4 2022, filed 10 Feb 2023.