U.S. Global Investors (USGI)’s Moody's MCO Stock Holding History

U.S. Global Investors (USGI)’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 Q1	–	Sell	-300	Closed	-$117K	–	152
2021 Q4	$117K	Hold	300	–	–	﹤0.01%	120
2021 Q3	$107K	Hold	300	–	–	﹤0.01%	132
2021 Q2	$109K	Hold	300	–	–	﹤0.01%	128
2021 Q1	$90K	Hold	300	–	–	﹤0.01%	126
2020 Q4	$87K	Hold	300	–	–	﹤0.01%	155
2020 Q3	$87K	Hold	300	–	–	0.01%	150
2020 Q2	$82K	Buy	+300	New	+$76.2K	0.01%	150
2020 Q1	–	Sell	-7,835	Closed	-$1.86M	–	183
2019 Q4	$1.86M	Buy	+7,835	New	+$1.74M	0.83%	34
2015 Q4	–	Sell	-8,000	Closed	-$786K	–	285
2015 Q3	$786K	Hold	8,000	–	–	0.42%	71
2015 Q2	$864K	Buy	8,000 +4,000	+100%	+$431K	0.33%	80
2015 Q1	$415K	Buy	+4,000	New	+$387K	0.12%	160

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

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

U.S. Global Investors (USGI)'s MCO Position: Q1 2022 in Review

U.S. Global Investors (USGI) sold out of Moody's (MCO) in Q1 2022, closing a stake of 300 shares — an estimated $117K sold.

U.S. Global Investors (USGI) first reported a position in MCO in Q1 2015 and held it in 11 quarters. The position peaked at $1.86M in Q4 2019. 1,020 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

U.S. Global Investors (USGI) reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
U.S. Global Investors (USGI) sold 300 Moody's shares in Q1 2022, an estimated $117K.
U.S. Global Investors (USGI) first reported a position in Moody's in Q1 2015 and held it in 11 quarters.
U.S. Global Investors (USGI)'s Moody's position peaked at $1.86M in Q4 2019.
1,020 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2022, filed 6 May 2022.