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TrustCore Financial Services’s Moody's MCO Stock Holding History

TrustCore Financial Services’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 		$4.46K Hold
16
– – ﹤0.01% 838
2022
Q3 		$4K Sell
16
-270
-94% -$78.4K ﹤0.01% 902
2022
Q2 		$78K Hold
286
– – 0.01% 380
2022
Q1 		$96K Hold
286
– – 0.01% 363
2021
Q4 		$112K Hold
286
– – 0.01% 320
2021
Q3 		$102K Buy
286
+266
+1,330% +$100K 0.01% 350
2021
Q2 		$7K Buy
+20
New +$6.66K ﹤0.01% 800

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

TrustCore Financial Services's MCO Position: Q4 2022 in Review

TrustCore Financial Services held its Moody's (MCO) position steady in Q4 2022 at 16 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

TrustCore Financial Services first reported a position in MCO in Q2 2021 and has held it in 7 quarters since. The position peaked at $112K in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • TrustCore Financial Services held 16 shares of Moody's worth $4.46K as of Q4 2022.
  • TrustCore Financial Services left its Moody's share count unchanged in Q4 2022.
  • Moody's made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #838 holding.
  • TrustCore Financial Services first reported a position in Moody's in Q2 2021 and has held it in 7 quarters since.
  • TrustCore Financial Services's Moody's position peaked at $112K in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.