Waratah Capital Advisors’s Moody's MCO Stock Holding History

Waratah Capital Advisors’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
2022 Q4	–	Sell	-1,911	Closed	-$465K	–	216
2022 Q3	$465K	Buy	+1,911	New	+$555K	0.01%	160
2020 Q3	–	Sell	-15,588	Closed	-$4.28M	–	187
2020 Q2	$4.28M	Buy	+15,588	New	+$3.96M	0.36%	53
2018 Q2	–	Sell	-25,998	Closed	-$4.19M	–	168
2018 Q1	$4.19M	Buy	25,998 +7,167	+38%	+$1.16M	0.44%	53
2017 Q4	$2.78M	Buy	18,831 +1,151	+7%	+$169K	0.32%	59
2017 Q3	$2.46M	Buy	17,680 +11,110	+169%	+$1.46M	0.31%	60
2017 Q2	$799K	Buy	+6,570	New	+$769K	0.11%	128
2016 Q4	–	Sell	-6,300	Closed	-$682K	–	164
2016 Q3	$682K	Sell	6,300 -29,590	-82%	-$3.11M	0.12%	85
2016 Q2	$3.36M	Buy	35,890 +28,000	+355%	+$2.71M	0.69%	48
2016 Q1	$762K	Buy	+7,890	New	+$709K	0.15%	92

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Waratah Capital Advisors's MCO Position: Q4 2022 in Review

Waratah Capital Advisors sold out of Moody's (MCO) in Q4 2022, closing a stake of 1,911 shares — an estimated $465K sold.

Waratah Capital Advisors first reported a position in MCO in Q1 2016 and held it in 9 quarters. The position peaked at $4.28M in Q2 2020. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Waratah Capital Advisors reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
Waratah Capital Advisors sold 1,911 Moody's shares in Q4 2022, an estimated $465K.
Waratah Capital Advisors first reported a position in Moody's in Q1 2016 and held it in 9 quarters.
Waratah Capital Advisors's Moody's position peaked at $4.28M in Q2 2020.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Waratah Capital Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.