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Heartland Bank & Trust’s Moody's MCO Stock Holding History

Heartland Bank & 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
Q4 		– Sell
-2,284
Closed -$555K – 143
2022
Q3 		$555K Sell
2,284
-81
-3% -$23.5K 0.53% 65
2022
Q2 		$643K Buy
2,365
+33
+1% +$9.87K 0.57% 59
2022
Q1 		$787K Sell
2,332
-228
-9% -$76.7K 0.6% 54
2021
Q4 		$1M Buy
2,560
+38
+2% +$14.7K 0.74% 40
2021
Q3 		$896K Buy
2,522
+853
+51% +$321K 0.77% 37
2021
Q2 		$605K Sell
1,669
-158
-9% -$52.6K 0.56% 53
2021
Q1 		$546K Buy
1,827
+107
+6% +$30.1K 0.5% 61
2020
Q4 		$499K Buy
+1,720
New +$481K 0.44% 67

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Heartland Bank & Trust's MCO Position: Q4 2022 in Review

Heartland Bank & Trust sold out of Moody's (MCO) in Q4 2022, closing a stake of 2,284 shares — an estimated $555K sold.

Heartland Bank & Trust first reported a position in MCO in Q4 2020 and held it in 8 quarters. The position peaked at $1M in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Heartland Bank & Trust reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 2,284 Moody's shares in Q4 2022, an estimated $555K.
  • Heartland Bank & Trust first reported a position in Moody's in Q4 2020 and held it in 8 quarters.
  • Heartland Bank & Trust's Moody's position peaked at $1M in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.