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Westwood Holdings Group’s Moody's MCO Stock Holding History

Westwood Holdings 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
2018
Q3 		– Sell
-27,192
Closed -$4.64M – 428
2018
Q2 		$4.64M Sell
27,192
-6,941
-20% -$1.17M 0.04% 227
2018
Q1 		$5.51M Sell
34,133
-3,972
-10% -$643K 0.04% 227
2017
Q4 		$5.63M Sell
38,105
-404
-1% -$59.2K 0.04% 231
2017
Q3 		$5.36M Sell
38,509
-20,825
-35% -$2.74M 0.04% 231
2017
Q2 		$7.22M Sell
59,334
-17,980
-23% -$2.1M 0.06% 220
2017
Q1 		$8.66M Sell
77,314
-252
-0.3% -$27K 0.07% 197
2016
Q4 		$7.31M Sell
77,566
-9,058
-10% -$914K 0.06% 213
2016
Q3 		$9.38M Sell
86,624
-1,193
-1% -$125K 0.08% 193
2016
Q2 		$8.23M Sell
87,817
-1,639
-2% -$158K 0.07% 196
2016
Q1 		$8.64M Buy
89,456
+330
+0.4% +$29.7K 0.07% 191
2015
Q4 		$8.94M Buy
89,126
+48
+0.1% +$4.81K 0.08% 174
2015
Q3 		$8.75M Buy
89,078
+1,244
+1% +$132K 0.08% 168
2015
Q2 		$9.48M Sell
87,834
-46
-0.1% -$4.95K 0.07% 168
2015
Q1 		$9.12M Sell
87,880
-5,207
-6% -$503K 0.07% 178
2014
Q4 		$8.92M Sell
93,087
-1,601
-2% -$155K 0.07% 179
2014
Q3 		$8.95M Sell
94,688
-917
-1% -$84K 0.07% 184
2014
Q2 		$8.38M Sell
95,605
-1,757
-2% -$145K 0.06% 181
2014
Q1 		$7.72M Buy
97,362
+1,464
+2% +$115K 0.06% 176
2013
Q4 		$7.53M Buy
95,898
+5,259
+6% +$385K 0.06% 169
2013
Q3 		$6.38M Buy
90,639
+2,439
+3% +$160K 0.05% 185
2013
Q2 		$5.37M Buy
+88,200
New +$5.35M 0.05% 205

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fiera Capital (Canada)
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Westwood Holdings Group's MCO Position: Q3 2018 in Review

Westwood Holdings Group sold out of Moody's (MCO) in Q3 2018, closing a stake of 27,192 shares — an estimated $4.64M sold.

Westwood Holdings Group first reported a position in MCO in Q2 2013 and held it in 21 quarters. The position peaked at $9.48M in Q2 2015. 685 funds tracked by Wall St. Rank hold MCO as of Q3 2018.

  • Westwood Holdings Group reported no remaining Moody's position as of Q3 2018 after selling out during the quarter.
  • Westwood Holdings Group sold 27,192 Moody's shares in Q3 2018, an estimated $4.64M.
  • Westwood Holdings Group first reported a position in Moody's in Q2 2013 and held it in 21 quarters.
  • Westwood Holdings Group's Moody's position peaked at $9.48M in Q2 2015.
  • 685 funds tracked by Wall St. Rank held Moody's as of Q3 2018.

Based on Westwood Holdings Group's 13F filing for Q3 2018, filed 14 Nov 2018.