YorkBridge Wealth Partners’s Moody's MCO Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$214K	Buy	+767	New	+$210K	0.05%	242
2022 Q3	–	Sell	-783	Closed	-$213K	–	293
2022 Q2	$213K	Hold	783	–	–	0.06%	262
2022 Q1	$264K	Hold	783	–	–	0.06%	257
2021 Q4	$306K	Hold	783	–	–	0.07%	229
2021 Q3	$278K	Hold	783	–	–	0.07%	223
2021 Q2	$284K	Hold	783	–	–	0.07%	216
2021 Q1	$234K	Hold	783	–	–	0.07%	225
2020 Q4	$227K	Sell	783 -17	-2%	-$4.75K	0.08%	189
2020 Q3	$232K	Hold	800	–	–	0.1%	161
2020 Q2	$220K	Buy	+800	New	+$203K	0.1%	160
2019 Q3	–	Sell	-800	Closed	-$156K	–	463
2019 Q2	$156K	Hold	800	–	–	0.07%	218
2019 Q1	$145K	Hold	800	–	–	0.07%	213
2018 Q4	$112K	Hold	800	–	–	0.06%	231
2018 Q3	$136K	Hold	800	–	–	0.06%	233
2018 Q2	$136K	Hold	800	–	–	0.06%	236
2018 Q1	$131K	Hold	800	–	–	0.06%	244
2017 Q4	$121K	Hold	800	–	–	0.06%	252
2017 Q3	$111K	Hold	800	–	–	0.06%	251
2017 Q2	$98K	Hold	800	–	–	0.05%	274
2017 Q1	$95K	Hold	800	–	–	0.05%	272
2016 Q4	$81K	Buy	+800	New	+$80.8K	0.05%	274

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

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

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

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

YorkBridge Wealth Partners's MCO Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in Moody's (MCO) in Q4 2022: 767 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #242 among its holdings. This is a return to the name: YorkBridge Wealth Partners previously reported a position in MCO as recently as Q2 2022.

YorkBridge Wealth Partners first reported a position in MCO in Q4 2016 and has held it in 21 quarters since. The position peaked at $306K in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

YorkBridge Wealth Partners held 767 shares of Moody's worth $214K as of Q4 2022.
Moody's was a new YorkBridge Wealth Partners position in Q4 2022.
Moody's made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #242 holding.
YorkBridge Wealth Partners first reported a position in Moody's in Q4 2016 and has held it in 21 quarters since.
YorkBridge Wealth Partners's Moody's position peaked at $306K in Q4 2021.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.