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

Whetstone 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
2021
Q2 		– Sell
-10,186
Closed -$3.04M – 29
2021
Q1 		$3.04M Sell
10,186
-89
-0.9% -$25.1K 0.64% 26
2020
Q4 		$2.98M Sell
10,275
-42
-0.4% -$11.7K 0.62% 23
2020
Q3 		$2.99M Hold
10,317
– – 0.55% 26
2020
Q2 		$2.83M Sell
10,317
-183
-2% -$46.5K 0.6% 25
2020
Q1 		$2.22M Buy
+10,500
New +$2.55M 0.76% 24

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whetstone Capital Advisors's MCO Position: Q2 2021 in Review

Whetstone Capital Advisors sold out of Moody's (MCO) in Q2 2021, closing a stake of 10,186 shares — an estimated $3.04M sold.

Whetstone Capital Advisors first reported a position in MCO in Q1 2020 and held it in 5 quarters. The position peaked at $3.04M in Q1 2021. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

  • Whetstone Capital Advisors reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
  • Whetstone Capital Advisors sold 10,186 Moody's shares in Q2 2021, an estimated $3.04M.
  • Whetstone Capital Advisors first reported a position in Moody's in Q1 2020 and held it in 5 quarters.
  • Whetstone Capital Advisors's Moody's position peaked at $3.04M in Q1 2021.
  • 937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Whetstone Capital Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.