Moody National Bank Trust Division’s Moody's MCO Stock Holding History

Moody National Bank Trust Division’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
2023 Q4	–	Sell	-1,691	Closed	-$535K	–	591
2023 Q3	$535K	Sell	1,691 -12	-0.7%	-$4.08K	0.03%	365
2023 Q2	$592K	Hold	1,703	–	–	0.04%	332
2023 Q1	$521K	Hold	1,703	–	–	0.04%	355
2022 Q4	$474K	Sell	1,703 -896	-34%	-$245K	0.04%	361
2022 Q3	$632K	Hold	2,599	–	–	0.07%	271
2022 Q2	$707K	Buy	2,599 +1,511	+139%	+$452K	0.07%	221
2022 Q1	$367K	Hold	1,088	–	–	0.01%	310
2021 Q4	$425K	Hold	1,088	–	–	0.01%	291
2021 Q3	$386K	Hold	1,088	–	–	0.01%	338
2021 Q2	$394K	Hold	1,088	–	–	0.01%	333
2021 Q1	$325K	Hold	1,088	–	–	0.01%	346
2020 Q4	$316K	Buy	1,088 +29	+3%	+$8.11K	0.01%	337
2020 Q3	$307K	Hold	1,059	–	–	0.01%	317
2020 Q2	$291K	Sell	1,059 -64	-6%	-$16.3K	0.01%	317
2020 Q1	$238K	Hold	1,123	–	–	0.01%	313
2019 Q4	$267K	Sell	1,123 -29	-3%	-$6.44K	0.01%	323
2019 Q3	$236K	Hold	1,152	–	–	0.01%	335
2019 Q2	$225K	Buy	1,152 +14	+1%	+$2.66K	0.01%	337
2019 Q1	$206K	Hold	1,138	–	–	0.01%	336
2018 Q4	$159K	Buy	+1,138	New	+$172K	﹤0.01%	336

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Moody National Bank Trust Division's MCO Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Moody's (MCO) in Q4 2023, closing a stake of 1,691 shares — an estimated $535K sold.

Moody National Bank Trust Division first reported a position in MCO in Q4 2018 and held it in 20 quarters. The position peaked at $707K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Moody National Bank Trust Division reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 1,691 Moody's shares in Q4 2023, an estimated $535K.
Moody National Bank Trust Division first reported a position in Moody's in Q4 2018 and held it in 20 quarters.
Moody National Bank Trust Division's Moody's position peaked at $707K in Q2 2022.
1,101 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.