World Equity Group’s Moody's MCO Stock Holding History

World Equity 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
2023 Q2	–	Sell	-22,679	Closed	-$158K	–	449
2023 Q1	$158K	Buy	+22,679	New	+$6.85M	0.02%	476

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Equity Group's MCO Position: Q2 2023 in Review

World Equity Group sold out of Moody's (MCO) in Q2 2023, closing a stake of 22,679 shares — an estimated $158K sold.

World Equity Group first reported a position in MCO in Q1 2023 and held it in 1 quarter. The position peaked at $158K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

World Equity Group reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 22,679 Moody's shares in Q2 2023, an estimated $158K.
World Equity Group first reported a position in Moody's in Q1 2023 and held it in 1 quarter.
World Equity Group's Moody's position peaked at $158K in Q1 2023.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.