Winslow Evans & Crocker’s Moody's MCO Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$855K	Buy	2,945 +25	+0.9%	+$6.99K	0.16%	141
2020 Q3	$846K	Buy	2,920 +40	+1%	+$11.4K	0.21%	111
2020 Q2	$791K	Buy	2,880 +1,084	+60%	+$275K	0.21%	103
2020 Q1	$380K	Buy	1,796 +6	+0.3%	+$1.46K	0.13%	164
2019 Q4	$426K	Hold	1,790	–	–	0.11%	191
2019 Q3	$368K	Hold	1,790	–	–	0.1%	205
2019 Q2	$350K	Hold	1,790	–	–	0.1%	218
2019 Q1	$326K	Hold	1,790	–	–	0.09%	221
2018 Q4	$252K	Hold	1,790	–	–	0.08%	231
2018 Q3	$300K	Hold	1,790	–	–	0.09%	213
2018 Q2	$306K	Hold	1,790	–	–	0.1%	197
2018 Q1	$289K	Hold	1,790	–	–	0.09%	207
2017 Q4	$264K	Hold	1,790	–	–	0.08%	221
2017 Q3	$249K	Sell	1,790 -2,300	-56%	-$302K	0.08%	226
2017 Q2	$481K	Buy	4,090 +3,400	+493%	+$398K	0.13%	179
2017 Q1	$77.3K	Hold	690	–	–	0.02%	452
2016 Q4	$65K	Sell	690 -1,610	-70%	-$163K	0.02%	476
2016 Q3	$249K	Hold	2,300	–	–	0.07%	267
2016 Q2	$216K	Hold	2,300	–	–	0.06%	269
2016 Q1	$222K	Hold	2,300	–	–	0.07%	253
2015 Q4	$231K	Buy	+2,300	New	+$230K	0.07%	273

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Winslow Evans & Crocker's MCO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Moody's (MCO) stake by 0.86% in Q4 2020, buying an estimated $6.99K and bringing the position to 2,945 shares worth $855K. The position accounts for 0.16% of the portfolio, ranked #141.

Winslow Evans & Crocker first reported a position in MCO in Q4 2015 and has held it in 21 quarters since. 931 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

Winslow Evans & Crocker held 2,945 shares of Moody's worth $855K as of Q4 2020.
Winslow Evans & Crocker bought 25 Moody's shares in Q4 2020, an estimated $6.99K.
Moody's made up 0.16% of Winslow Evans & Crocker's portfolio in Q4 2020, its #141 holding.
Winslow Evans & Crocker first reported a position in Moody's in Q4 2015 and has held it in 21 quarters since.
931 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.