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

Vontobel 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
2020 Q1	–	Sell	-51,707	Closed	-$13M	–	72
2019 Q4	$13M	Sell	51,707 -68,490	-57%	-$15.2M	0.08%	62
2019 Q3	$26.3M	Buy	120,197 +32,524	+37%	+$6.82M	0.18%	54
2019 Q2	$17.1M	Buy	87,673 +1,182	+1%	+$224K	0.13%	56
2019 Q1	$15.7M	Buy	86,491 +2,438	+3%	+$401K	0.13%	57
2018 Q4	$11.8M	Buy	84,053 +10,518	+14%	+$1.59M	0.1%	59
2018 Q3	$12.3M	Buy	73,535 +6,096	+9%	+$1.07M	0.09%	58
2018 Q2	$11.5M	Sell	67,439 -4,618	-6%	-$782K	0.09%	63
2018 Q1	$11.6M	Buy	72,057 +344	+0.5%	+$55.7K	0.08%	57
2017 Q4	$10.6M	Hold	71,713	–	–	0.08%	55
2017 Q3	$9.98M	Sell	71,713 -82,367	-53%	-$10.8M	0.07%	54
2017 Q2	$18.8M	Hold	154,080	–	–	0.14%	48
2017 Q1	$17.3M	Sell	154,080 -47,795	-24%	-$5.13M	0.15%	45
2016 Q4	$19M	Buy	+201,875	New	+$20.4M	0.17%	46
2013 Q4	–	Sell	-284,425	Closed	-$20M	–	80
2013 Q3	$20M	Sell	284,425 -217,375	-43%	-$14.3M	0.28%	47
2013 Q2	$30.6M	Buy	+501,800	New	+$30.5M	0.39%	44

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

ACM

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vontobel Asset Management's MCO Position: Q1 2020 in Review

Vontobel Asset Management sold out of Moody's (MCO) in Q1 2020, closing a stake of 51,707 shares — an estimated $13M sold.

Vontobel Asset Management first reported a position in MCO in Q2 2013 and held it in 15 quarters. The position peaked at $30.6M in Q2 2013. 811 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

Vontobel Asset Management reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
Vontobel Asset Management sold 51,707 Moody's shares in Q1 2020, an estimated $13M.
Vontobel Asset Management first reported a position in Moody's in Q2 2013 and held it in 15 quarters.
Vontobel Asset Management's Moody's position peaked at $30.6M in Q2 2013.
811 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on Vontobel Asset Management's 13F filing for Q1 2020, filed 4 May 2020.