Wellington Shields & Co’s Moody's MCO Stock Holding History

Wellington Shields & Co’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 Q1	–	Sell	-30,248	Closed	-$11.8M	–	238
2021 Q4	$11.8M	Buy	+30,248	New	+$11.7M	2.36%	6

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellington Shields & Co's MCO Position: Q1 2022 in Review

Wellington Shields & Co sold out of Moody's (MCO) in Q1 2022, closing a stake of 30,248 shares — an estimated $11.8M sold.

Wellington Shields & Co first reported a position in MCO in Q4 2021 and held it in 1 quarter. The position peaked at $11.8M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Wellington Shields & Co reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
Wellington Shields & Co sold 30,248 Moody's shares in Q1 2022, an estimated $11.8M.
Wellington Shields & Co first reported a position in Moody's in Q4 2021 and held it in 1 quarter.
Wellington Shields & Co's Moody's position peaked at $11.8M in Q4 2021.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Wellington Shields & Co's 13F filing for Q1 2022, filed 9 May 2022.