USCA RIA’s Moody's MCO Stock Holding History

USCA RIA’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
2021 Q2	–	Sell	-762	Closed	-$228K	–	580
2021 Q1	$228K	Hold	762	–	–	0.02%	481
2020 Q4	$221K	Buy	+762	New	+$213K	0.02%	444
2020 Q2	–	Sell	-1,666	Closed	-$352K	–	465
2020 Q1	$352K	Sell	1,666 -12	-0.7%	-$2.92K	0.04%	304
2019 Q4	$398K	Hold	1,678	–	–	0.04%	362
2019 Q3	$344K	Hold	1,678	–	–	0.03%	355
2019 Q2	$328K	Hold	1,678	–	–	0.03%	353
2019 Q1	$304K	Sell	1,678 -27	-2%	-$4.44K	0.03%	346
2018 Q4	$239K	Hold	1,705	–	–	0.03%	361
2018 Q3	$285K	Hold	1,705	–	–	0.03%	393
2018 Q2	$291K	Sell	1,705 -370	-18%	-$62.6K	0.03%	377
2018 Q1	$335K	Buy	2,075 +351	+20%	+$56.8K	0.04%	351
2017 Q4	$254K	Hold	1,724	–	–	0.03%	383
2017 Q3	$210K	Hold	1,724	–	–	0.03%	380
2017 Q2	$210K	Sell	1,724 -100	-5%	-$11.7K	0.03%	386
2017 Q1	$204K	Buy	+1,824	New	+$196K	0.03%	377

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

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

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

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

USCA RIA's MCO Position: Q2 2021 in Review

USCA RIA sold out of Moody's (MCO) in Q2 2021, closing a stake of 762 shares — an estimated $228K sold.

USCA RIA first reported a position in MCO in Q1 2017 and held it in 15 quarters. The position peaked at $398K in Q4 2019. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

USCA RIA reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
USCA RIA sold 762 Moody's shares in Q2 2021, an estimated $228K.
USCA RIA first reported a position in Moody's in Q1 2017 and held it in 15 quarters.
USCA RIA's Moody's position peaked at $398K in Q4 2019.
937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.