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Verus Financial Partners’s Moody's MCO Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-1,192
Closed -$346K – 148
2020
Q3 		$346K Buy
+1,192
New +$340K 0.13% 107

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BlackRock
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Verus Financial Partners's MCO Position: Q4 2020 in Review

Verus Financial Partners sold out of Moody's (MCO) in Q4 2020, closing a stake of 1,192 shares — an estimated $346K sold.

Verus Financial Partners first reported a position in MCO in Q3 2020 and held it in 1 quarter. The position peaked at $346K in Q3 2020. 931 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

  • Verus Financial Partners reported no remaining Moody's position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 1,192 Moody's shares in Q4 2020, an estimated $346K.
  • Verus Financial Partners first reported a position in Moody's in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's Moody's position peaked at $346K in Q3 2020.
  • 931 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.