Whitford Management’s Moody's MCO Stock Holding History

Whitford Management’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 Q1	–	Sell	-3,248	Closed	-$905K	–	18
2022 Q4	$905K	Buy	+3,248	New	+$888K	0.58%	21

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whitford Management's MCO Position: Q1 2023 in Review

Whitford Management sold out of Moody's (MCO) in Q1 2023, closing a stake of 3,248 shares — an estimated $905K sold.

Whitford Management first reported a position in MCO in Q4 2022 and held it in 1 quarter. The position peaked at $905K in Q4 2022. 964 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

Whitford Management reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
Whitford Management sold 3,248 Moody's shares in Q1 2023, an estimated $905K.
Whitford Management first reported a position in Moody's in Q4 2022 and held it in 1 quarter.
Whitford Management's Moody's position peaked at $905K in Q4 2022.
964 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Whitford Management's 13F filing for Q1 2023, filed 15 May 2023.