William Blair Investment Management
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William Blair Investment Management’s Moody's MCO Stock Holding History

William Blair Investment 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
2016
Q4 		– Sell
-757,862
Closed -$82.1M – 448
2016
Q3 		$82.1M Buy
757,862
+124,727
+20% +$13.1M 0.31% 107
2016
Q2 		$59.3M Sell
633,135
-1,608,584
-72% -$155M 0.23% 126
2016
Q1 		$216M Sell
2,241,719
-376,681
-14% -$33.9M 0.86% 31
2015
Q4 		$263M Buy
2,618,400
+199,014
+8% +$19.9M 1.06% 19
2015
Q3 		$238M Buy
+2,419,386
New +$257M 0.49% 32

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management's MCO Position: Q4 2016 in Review

William Blair Investment Management sold out of Moody's (MCO) in Q4 2016, closing a stake of 757,862 shares — an estimated $82.1M sold.

William Blair Investment Management first reported a position in MCO in Q3 2015 and held it in 5 quarters. The position peaked at $263M in Q4 2015. 562 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

  • William Blair Investment Management reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
  • William Blair Investment Management sold 757,862 Moody's shares in Q4 2016, an estimated $82.1M.
  • William Blair Investment Management first reported a position in Moody's in Q3 2015 and held it in 5 quarters.
  • William Blair Investment Management's Moody's position peaked at $263M in Q4 2015.
  • 562 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on William Blair Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.