EFSCE
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Enterprise Financial Services Corp (EFSC)’s Moody's MCO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-76
Closed -$28K – 870
2021
Q2 		$28K Hold
76
– – ﹤0.01% 512
2021
Q1 		$23K Buy
76
+11
+17% +$3.1K ﹤0.01% 559
2020
Q4 		$19K Buy
65
+4
+7% +$1.12K ﹤0.01% 571
2020
Q3 		$18K Hold
61
– – ﹤0.01% 574
2020
Q2 		$17K Sell
61
-6
-9% -$1.52K ﹤0.01% 582
2020
Q1 		$14K Buy
67
+6
+10% +$1.46K ﹤0.01% 571
2019
Q4 		$14K Hold
61
– – ﹤0.01% 658
2019
Q3 		$12K Hold
61
– – ﹤0.01% 678
2019
Q2 		$12K Buy
61
+6
+11% +$1.14K ﹤0.01% 698
2019
Q1 		$10K Buy
55
+46
+511% +$7.56K ﹤0.01% 748
2018
Q4 		$1K Sell
9
-11
-55% -$1.66K ﹤0.01% 926
2018
Q3 		$3K Sell
20
-11
-35% -$1.94K ﹤0.01% 840
2018
Q2 		$5K Buy
31
+11
+55% +$1.86K ﹤0.01% 733
2018
Q1 		$3K Buy
+20
New +$3.24K ﹤0.01% 787
2017
Q2 		– Sell
-85
Closed -$10K – 999
2017
Q1 		$10K Hold
85
– – ﹤0.01% 615
2016
Q4 		$8K Sell
85
-14
-14% -$1.41K ﹤0.01% 645
2016
Q3 		$11K Buy
99
+14
+16% +$1.47K 0.01% 544
2016
Q2 		$8K Hold
85
– – ﹤0.01% 606
2016
Q1 		$8K Sell
85
-11
-11% -$989 ﹤0.01% 594
2015
Q4 		$10K Hold
96
– – 0.01% 571
2015
Q3 		$9K Buy
96
+11
+13% +$1.17K 0.01% 572
2015
Q2 		$9K Sell
85
-115
-58% -$12.4K 0.01% 587
2015
Q1 		$20K Hold
200
– – 0.01% 429
2014
Q4 		$19K Hold
200
– – 0.01% 441
2014
Q3 		$19K Sell
200
-38
-16% -$3.48K 0.01% 446
2014
Q2 		$21K Hold
238
– – 0.01% 435
2014
Q1 		$19K Buy
238
+27
+13% +$2.11K 0.01% 450
2013
Q4 		$17K Hold
211
– – 0.01% 443
2013
Q3 		$15K Buy
211
+62
+42% +$4.07K 0.01% 454
2013
Q2 		$9K Buy
+149
New +$9.04K 0.01% 483

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s MCO Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Moody's (MCO) in Q3 2021, closing a stake of 76 shares — an estimated $28K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in MCO in Q2 2013 and held it in 30 quarters. The position peaked at $28K in Q2 2021. 971 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 76 Moody's shares in Q3 2021, an estimated $28K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Moody's in Q2 2013 and held it in 30 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Moody's position peaked at $28K in Q2 2021.
  • 971 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.