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IberiaBank’s Moody's MCO Stock Holding History

IberiaBank’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
2020
Q2 		$204K Sell
744
-714
-49% -$181K 0.02% 201
2020
Q1 		$308K Sell
1,458
-18
-1% -$4.38K 0.04% 179
2019
Q4 		$350K Sell
1,476
-551
-27% -$122K 0.04% 190
2019
Q3 		$415K Sell
2,027
-102
-5% -$21.4K 0.05% 173
2019
Q2 		$416K Buy
2,129
+7
+0.3% +$1.33K 0.05% 183
2019
Q1 		$384K Sell
2,122
-59
-3% -$9.7K 0.04% 189
2018
Q4 		$305K Sell
2,181
-144
-6% -$21.7K 0.04% 204
2018
Q3 		$389K Buy
+2,325
New +$409K 0.05% 206

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IberiaBank's MCO Position: Q2 2020 in Review

IberiaBank reduced its Moody's (MCO) stake by 49% in Q2 2020, selling an estimated $181K and leaving 744 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #201.

IberiaBank first reported a position in MCO in Q3 2018 and has held it in 8 quarters since. The position peaked at $416K in Q2 2019. 872 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

  • IberiaBank held 744 shares of Moody's worth $204K as of Q2 2020.
  • IberiaBank sold 714 Moody's shares in Q2 2020, an estimated $181K.
  • Moody's made up 0.02% of IberiaBank's portfolio in Q2 2020, its #201 holding.
  • IberiaBank first reported a position in Moody's in Q3 2018 and has held it in 8 quarters since.
  • IberiaBank's Moody's position peaked at $416K in Q2 2019.
  • 872 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.