Vigilant Capital Management’s Moody's MCO Stock Holding History

Vigilant Capital 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 Q2	$10K	Hold	28	–	–	﹤0.01%	398
2023 Q1	$9K	Sell	28 -8	-22%	-$2.42K	﹤0.01%	391
2022 Q4	$10K	Sell	36 -84	-70%	-$23K	﹤0.01%	402
2022 Q3	$29K	Hold	120	–	–	﹤0.01%	343
2022 Q2	$33K	Buy	+120	New	+$35.9K	﹤0.01%	318
2021 Q4	–	Sell	-6	Closed	-$2K	–	712
2021 Q3	$2K	Buy	+6	New	+$2.26K	﹤0.01%	772
2019 Q2	–	Sell	-22	Closed	-$4K	–	454
2019 Q1	$4K	Buy	+22	New	+$3.62K	﹤0.01%	382

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

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

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

Vigilant Capital Management's MCO Position: Q2 2023 in Review

Vigilant Capital Management held its Moody's (MCO) position steady in Q2 2023 at 28 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Vigilant Capital Management first reported a position in MCO in Q1 2019 and has held it in 7 quarters since. The position peaked at $33K in Q2 2022. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Vigilant Capital Management held 28 shares of Moody's worth $10K as of Q2 2023.
Vigilant Capital Management left its Moody's share count unchanged in Q2 2023.
Moody's made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #398 holding.
Vigilant Capital Management first reported a position in Moody's in Q1 2019 and has held it in 7 quarters since.
Vigilant Capital Management's Moody's position peaked at $33K in Q2 2022.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.