Ownership history in XXEC, Inc. Β· 14 quarters on record
This page tracks every 13F SEC filing in which XXEC, Inc. reported a position in Moody's Corp. (MCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π XXEC, Inc. outperformed the S&P 500 by +3.6% annually on this MCO position. Timing score: 50% (6/12 decisions correct). Average cost basis: $246.94. Maximum drawdown during holding period: β8.9%.
β
Outperformed SPY on this position by 3.6% ann.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $236.01 (2022 Q3) Β· Worst: $298.57 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 10 trims. Bought during 0 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 6.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size