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

First Mercantile 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
2021
Q3 		$142K Buy
400
+16
+4% +$6.03K 0.02% 538
2021
Q2 		$139K Sell
384
-60
-14% -$20K 0.02% 573
2021
Q1 		$133K Sell
444
-105
-19% -$29.6K 0.02% 588
2020
Q4 		$159K Sell
549
-106
-16% -$29.6K 0.02% 517
2020
Q3 		$180K Sell
655
-611
-48% -$174K 0.02% 450
2020
Q2 		$348K Sell
1,266
-192
-13% -$48.8K 0.04% 245
2020
Q1 		$308K Buy
1,458
+111
+8% +$27K 0.05% 235
2019
Q4 		$320K Sell
1,347
-317
-19% -$70.4K 0.04% 321
2019
Q3 		$341K Buy
1,664
+549
+49% +$115K 0.04% 322
2019
Q2 		$218K Sell
1,115
-190
-15% -$36.1K 0.02% 414
2019
Q1 		$236K Buy
1,305
+119
+10% +$19.6K 0.06% 401
2018
Q4 		$166K Sell
1,186
-423
-26% -$63.8K 0.04% 492
2018
Q3 		$269K Buy
1,609
+424
+36% +$74.6K 0.05% 410
2018
Q2 		$202K Hold
1,185
– – 0.04% 511
2018
Q1 		$191K Sell
1,185
-81
-6% -$13.1K 0.04% 509
2017
Q4 		$187K Sell
1,266
-100
-7% -$14.7K 0.04% 556
2017
Q3 		$190K Sell
1,366
-123
-8% -$16.2K 0.03% 575
2017
Q2 		$181K Sell
1,489
-123
-8% -$14.4K 0.03% 592
2017
Q1 		$181K Sell
1,612
-15
-0.9% -$1.61K 0.03% 601
2016
Q4 		$153K Buy
+1,627
New +$164K 0.02% 646
2016
Q1 		– Sell
-1,570
Closed -$158K – 909
2015
Q4 		$158K Sell
1,570
-1,409
-47% -$141K 0.02% 702
2015
Q3 		$293K Sell
2,979
-447
-13% -$47.6K 0.03% 583
2015
Q2 		$370K Buy
3,426
+712
+26% +$76.7K 0.03% 590
2015
Q1 		$282K Buy
+2,714
New +$262K 0.02% 642

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 $3.37T AUM 44.26% 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

First Mercantile Trust's MCO Position: Q3 2021 in Review

First Mercantile Trust increased its Moody's (MCO) stake by 4.2% in Q3 2021, buying an estimated $6.03K and bringing the position to 400 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #538.

First Mercantile Trust first reported a position in MCO in Q1 2015 and has held it in 24 quarters since. The position peaked at $370K in Q2 2015. 971 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

  • First Mercantile Trust held 400 shares of Moody's worth $142K as of Q3 2021.
  • First Mercantile Trust bought 16 Moody's shares in Q3 2021, an estimated $6.03K.
  • Moody's made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #538 holding.
  • First Mercantile Trust first reported a position in Moody's in Q1 2015 and has held it in 24 quarters since.
  • First Mercantile Trust's Moody's position peaked at $370K in Q2 2015.
  • 971 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.