1SB
MCO icon

1ST Source Bank’s Moody's MCO Stock Holding History

1ST Source Bank’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
Q1 		– Sell
-560
Closed -$219K – 274
2021
Q4 		$219K Buy
+560
New +$216K 0.01% 252
2021
Q3 		– Sell
-560
Closed -$203K – 268
2021
Q2 		$203K Buy
+560
New +$186K 0.01% 266
2015
Q4 		– Sell
-10,539
Closed -$1.03M – 239
2015
Q3 		$1.03M Buy
10,539
+4,927
+88% +$524K 0.12% 108
2015
Q2 		$606K Buy
+5,612
New +$604K 0.07% 151

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

1ST Source Bank's MCO Position: Q1 2022 in Review

1ST Source Bank sold out of Moody's (MCO) in Q1 2022, closing a stake of 560 shares — an estimated $219K sold.

1ST Source Bank first reported a position in MCO in Q2 2015 and held it in 4 quarters. The position peaked at $1.03M in Q3 2015. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

  • 1ST Source Bank reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
  • 1ST Source Bank sold 560 Moody's shares in Q1 2022, an estimated $219K.
  • 1ST Source Bank first reported a position in Moody's in Q2 2015 and held it in 4 quarters.
  • 1ST Source Bank's Moody's position peaked at $1.03M in Q3 2015.
  • 1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on 1ST Source Bank's 13F filing for Q1 2022, filed 5 May 2022.