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

UAS 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
2023 Q1	–	Sell	-3,000	Closed	-$836K	–	23
2022 Q4	$836K	Sell	3,000 -2,000	-40%	-$547K	0.3%	17
2022 Q3	$1.22M	Buy	5,000 +1,000	+25%	+$291K	0.38%	9
2022 Q2	$1.09M	Buy	+4,000	New	+$1.2M	0.31%	13

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UAS Asset Management's MCO Position: Q1 2023 in Review

UAS Asset Management sold out of Moody's (MCO) in Q1 2023, closing a stake of 3,000 shares — an estimated $836K sold.

UAS Asset Management first reported a position in MCO in Q2 2022 and held it in 3 quarters. The position peaked at $1.22M in Q3 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

UAS Asset Management reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
UAS Asset Management sold 3,000 Moody's shares in Q1 2023, an estimated $836K.
UAS Asset Management first reported a position in Moody's in Q2 2022 and held it in 3 quarters.
UAS Asset Management's Moody's position peaked at $1.22M in Q3 2022.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on UAS Asset Management's 13F filing for Q1 2023, filed 15 May 2023.