HB
MCO icon

HTLF Bank’s Moody's MCO Stock Holding History

HTLF 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
2024
Q4 		$562K Hold
1,188
– – 0.06% 119
2024
Q3 		$564K Sell
1,188
-52
-4% -$24.1K 0.06% 126
2024
Q2 		$522K Hold
1,240
– – 0.06% 135
2024
Q1 		$487K Hold
1,240
– – 0.06% 146
2023
Q4 		$484K Buy
+1,240
New +$431K 0.06% 134

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HTLF Bank's MCO Position: Q4 2024 in Review

HTLF Bank held its Moody's (MCO) position steady in Q4 2024 at 1,188 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #119.

HTLF Bank first reported a position in MCO in Q4 2023 and has held it in 5 quarters since. The position peaked at $564K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • HTLF Bank held 1,188 shares of Moody's worth $562K as of Q4 2024.
  • HTLF Bank left its Moody's share count unchanged in Q4 2024.
  • Moody's made up 0.06% of HTLF Bank's portfolio in Q4 2024, its #119 holding.
  • HTLF Bank first reported a position in Moody's in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Moody's position peaked at $564K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.