Moody National Bank Trust Division’s CCC Intelligent Solutions CCC Stock Holding History

Moody National Bank Trust Division’s Portfolio CCC Stock Details CCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-38,365	Closed	-$450K	–	494
2024 Q4	$450K	Sell	38,365 -13,050	-25%	-$151K	0.05%	357
2024 Q3	$568K	Buy	51,415 +1,900	+4%	+$20.5K	0.06%	325
2024 Q2	$550K	Sell	49,515 -3,450	-7%	-$39.3K	0.04%	301
2024 Q1	$633K	Hold	52,965	–	–	0.05%	283
2023 Q4	$603K	Sell	52,965 -15,962	-23%	-$186K	0.05%	293
2023 Q3	$920K	Buy	+68,927	New	+$756K	0.06%	236

Other funds holding CCC

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Moody National Bank Trust Division's CCC Position: Q1 2025 in Review

Moody National Bank Trust Division sold out of CCC Intelligent Solutions (CCC) in Q1 2025, closing a stake of 38,365 shares — an estimated $450K sold.

Moody National Bank Trust Division first reported a position in CCC in Q3 2023 and held it in 6 quarters. The position peaked at $920K in Q3 2023. 337 funds tracked by Wall St. Rank hold CCC as of Q1 2025.

Moody National Bank Trust Division reported no remaining CCC Intelligent Solutions position as of Q1 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 38,365 CCC Intelligent Solutions shares in Q1 2025, an estimated $450K.
Moody National Bank Trust Division first reported a position in CCC Intelligent Solutions in Q3 2023 and held it in 6 quarters.
Moody National Bank Trust Division's CCC Intelligent Solutions position peaked at $920K in Q3 2023.
337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2025.

Based on Moody National Bank Trust Division's 13F filing for Q1 2025, filed 4 Apr 2025.