Welch Group’s Moody's MCO Stock Holding History

Welch Group’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 Q3	–	Sell	-860	Closed	-$236K	–	145
2020 Q2	$236K	Buy	+860	New	+$218K	0.02%	120

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Welch Group's MCO Position: Q3 2020 in Review

Welch Group sold out of Moody's (MCO) in Q3 2020, closing a stake of 860 shares — an estimated $236K sold.

Welch Group first reported a position in MCO in Q2 2020 and held it in 1 quarter. The position peaked at $236K in Q2 2020. 883 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

Welch Group reported no remaining Moody's position as of Q3 2020 after selling out during the quarter.
Welch Group sold 860 Moody's shares in Q3 2020, an estimated $236K.
Welch Group first reported a position in Moody's in Q2 2020 and held it in 1 quarter.
Welch Group's Moody's position peaked at $236K in Q2 2020.
883 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Welch Group's 13F filing for Q3 2020, filed 28 Oct 2020.