Zeke Capital Advisors’s Moody's MCO Stock Holding History

Zeke Capital Advisors’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	$393K	Buy	+1,409	New	+$385K	0.03%	285
2022 Q2	–	Sell	-636	Closed	-$214K	–	512
2022 Q1	$214K	Buy	+636	New	+$214K	0.01%	467
2020 Q1	–	Sell	-3,314	Closed	-$787K	–	408
2019 Q4	$787K	Sell	3,314 -9	-0.3%	-$2K	0.07%	261
2019 Q3	$681K	Buy	3,323 +35	+1%	+$7.34K	0.06%	287
2019 Q2	$642K	Hold	3,288	–	–	0.06%	291
2019 Q1	$596K	Hold	3,288	–	–	0.06%	321
2018 Q4	$461K	Buy	3,288 +282	+9%	+$42.5K	0.04%	345
2018 Q3	$503K	Hold	3,006	–	–	0.04%	403
2018 Q2	$513K	Hold	3,006	–	–	0.05%	299
2018 Q1	$485K	Buy	3,006 +397	+15%	+$64.3K	0.04%	336
2017 Q4	$385K	Buy	2,609 +196	+8%	+$28.7K	0.04%	341
2017 Q3	$336K	Buy	+2,413	New	+$317K	0.05%	303

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Zeke Capital Advisors's MCO Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Moody's (MCO) in Q4 2022: 1,409 shares worth $393K. The stake represents 0.03% of the portfolio and ranks #285 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in MCO as recently as Q1 2022.

Zeke Capital Advisors first reported a position in MCO in Q3 2017 and has held it in 12 quarters since. The position peaked at $787K in Q4 2019. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Zeke Capital Advisors held 1,409 shares of Moody's worth $393K as of Q4 2022.
Moody's was a new Zeke Capital Advisors position in Q4 2022.
Moody's made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #285 holding.
Zeke Capital Advisors first reported a position in Moody's in Q3 2017 and has held it in 12 quarters since.
Zeke Capital Advisors's Moody's position peaked at $787K in Q4 2019.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.