Washington Trust’s Moody's MCO Stock Holding History

Washington Trust’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 Q4	–	Sell	-5	Closed	-$1.58K	–	913
2023 Q3	$1.58K	Sell	5 -1	-17%	-$340	﹤0.01%	776
2023 Q2	$2.09K	Sell	6 -1	-14%	-$317	﹤0.01%	782
2023 Q1	$2.14K	Buy	7 +1	+17%	+$302	﹤0.01%	802
2022 Q4	$1.67K	Sell	6 -30	-83%	-$8.21K	﹤0.01%	840
2022 Q3	$8K	Buy	36 +1	+3%	+$291	﹤0.01%	670
2022 Q2	$9K	Hold	35	–	–	﹤0.01%	660
2022 Q1	$12K	Buy	35 +1	+3%	+$336	﹤0.01%	655
2021 Q4	$14K	Sell	34 -2,535	-99%	-$978K	﹤0.01%	637
2021 Q3	$912K	Sell	2,569 -1	-0%	-$377	0.03%	185
2021 Q2	$931K	Hold	2,570	–	–	0.03%	182
2021 Q1	$767K	Hold	2,570	–	–	0.02%	183
2020 Q4	$745K	Sell	2,570 -160	-6%	-$44.7K	0.02%	185
2020 Q3	$791K	Hold	2,730	–	–	0.03%	176
2020 Q2	$750K	Sell	2,730 -18,276	-87%	-$4.64M	0.03%	171
2020 Q1	$740K	Buy	+21,006	New	+$5.11M	0.04%	179
2018 Q3	–	Sell	-20	Closed	-$3K	–	571
2018 Q2	$3K	Buy	+20	New	+$3.38K	﹤0.01%	797

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Washington Trust's MCO Position: Q4 2023 in Review

Washington Trust sold out of Moody's (MCO) in Q4 2023, closing a stake of 5 shares — an estimated $1.58K sold.

Washington Trust first reported a position in MCO in Q2 2018 and held it in 16 quarters. The position peaked at $931K in Q2 2021. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Washington Trust reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 5 Moody's shares in Q4 2023, an estimated $1.58K.
Washington Trust first reported a position in Moody's in Q2 2018 and held it in 16 quarters.
Washington Trust's Moody's position peaked at $931K in Q2 2021.
1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.