Vident Investment Advisory’s Moody's MCO Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-2,524	Closed	-$878K	–	614
2023 Q2	$878K	Sell	2,524 -872	-26%	-$276K	0.03%	516
2023 Q1	$1.04M	Buy	3,396 +743	+28%	+$224K	0.03%	517
2022 Q4	$739K	Sell	2,653 -4,026	-60%	-$1.1M	0.03%	574
2022 Q3	$1.46M	Buy	6,679 +924	+16%	+$268K	0.05%	463
2022 Q2	$1.57M	Buy	5,755 +3,497	+155%	+$1.05M	0.05%	478
2022 Q1	$762K	Sell	2,258 -6,154	-73%	-$2.07M	0.02%	798
2021 Q4	$3.29M	Buy	8,412 +2,071	+33%	+$799K	0.09%	271
2021 Q3	$2.25M	Sell	6,341 -10,609	-63%	-$4M	0.07%	347
2021 Q2	$6.14M	Buy	16,950 +10,579	+166%	+$3.52M	0.19%	93
2021 Q1	$1.9M	Buy	6,371 +4,205	+194%	+$1.18M	0.06%	398
2020 Q4	$629K	Buy	2,166 +800	+59%	+$224K	0.03%	655
2020 Q3	$396K	Buy	1,366 +78	+6%	+$22.3K	0.02%	717
2020 Q2	$354K	Buy	+1,288	New	+$327K	0.02%	736
2020 Q1	–	Sell	-2,442	Closed	-$580K	–	829
2019 Q4	$580K	Buy	2,442 +37	+2%	+$8.22K	0.04%	506
2019 Q3	$493K	Sell	2,405 -534	-18%	-$112K	0.04%	349
2019 Q2	$574K	Sell	2,939 -5	-0.2%	-$949	0.05%	290
2019 Q1	$533K	Sell	2,944 -858	-23%	-$141K	0.03%	551
2018 Q4	$532K	Buy	3,802 +330	+10%	+$49.8K	0.03%	567
2018 Q3	$581K	Buy	+3,472	New	+$611K	0.02%	638
2018 Q1	–	Sell	-5,572	Closed	-$822K	–	925
2017 Q4	$822K	Buy	5,572 +3,080	+124%	+$451K	0.04%	409
2017 Q3	$347K	Buy	+2,492	New	+$328K	0.02%	602
2015 Q4	–	Sell	-39	Closed	-$4K	–	651
2015 Q3	$4K	Hold	39	–	–	﹤0.01%	905
2015 Q2	$4K	Buy	+39	New	+$4.2K	﹤0.01%	1023

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vident Investment Advisory's MCO Position: Q3 2023 in Review

Vident Investment Advisory sold out of Moody's (MCO) in Q3 2023, closing a stake of 2,524 shares — an estimated $878K sold.

Vident Investment Advisory first reported a position in MCO in Q2 2015 and held it in 23 quarters. The position peaked at $6.14M in Q2 2021. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Vident Investment Advisory reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 2,524 Moody's shares in Q3 2023, an estimated $878K.
Vident Investment Advisory first reported a position in Moody's in Q2 2015 and held it in 23 quarters.
Vident Investment Advisory's Moody's position peaked at $6.14M in Q2 2021.
1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.