First American Trust’s Moody's MCO Stock Holding History

First American Trust’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 Q2	–	Sell	-666	Closed	-$225K	–	165
2022 Q1	$225K	Sell	666 -49	-7%	-$16.5K	0.03%	155
2021 Q4	$279K	Buy	715 +3	+0.4%	+$1.16K	0.04%	141
2021 Q3	$253K	Hold	712	–	–	0.04%	141
2021 Q2	$258K	Sell	712 -3	-0.4%	-$999	0.04%	131
2021 Q1	$214K	Sell	715 -407	-36%	-$115K	0.03%	144
2020 Q4	$326K	Sell	1,122 -554	-33%	-$155K	0.05%	119
2020 Q3	$486K	Buy	1,676 +109	+7%	+$31.1K	0.09%	93
2020 Q2	$431K	Sell	1,567 -106	-6%	-$26.9K	0.08%	94
2020 Q1	$353K	Buy	1,673 +88	+6%	+$21.4K	0.09%	91
2019 Q4	$376K	Buy	1,585 +400	+34%	+$88.9K	0.07%	103
2019 Q3	$243K	Sell	1,185 -20	-2%	-$4.19K	0.05%	113
2019 Q2	$235K	Hold	1,205	–	–	0.05%	110
2019 Q1	$218K	Buy	+1,205	New	+$198K	0.05%	109
2018 Q4	–	Sell	-1,255	Closed	-$210K	–	120
2018 Q3	$210K	Sell	1,255 -5	-0.4%	-$879	0.05%	119
2018 Q2	$215K	Buy	+1,260	New	+$213K	0.05%	121
2018 Q1	–	Sell	-1,425	Closed	-$210K	–	130
2017 Q4	$210K	Buy	+1,425	New	+$209K	0.05%	114

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

First American Trust's MCO Position: Q2 2022 in Review

First American Trust sold out of Moody's (MCO) in Q2 2022, closing a stake of 666 shares — an estimated $225K sold.

First American Trust first reported a position in MCO in Q4 2017 and held it in 16 quarters. The position peaked at $486K in Q3 2020. 951 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

First American Trust reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
First American Trust sold 666 Moody's shares in Q2 2022, an estimated $225K.
First American Trust first reported a position in Moody's in Q4 2017 and held it in 16 quarters.
First American Trust's Moody's position peaked at $486K in Q3 2020.
951 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on First American Trust's 13F filing for Q2 2022, filed 19 Jul 2022.