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Virginia National Bank’s Moody's MCO Stock Holding History

Virginia National 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
2022
Q4 		– Sell
-14,452
Closed -$3.51M – 45
2022
Q3 		$3.51M Sell
14,452
-3,000
-17% -$872K 11.21% 2
2022
Q2 		$4.75M Hold
17,452
– – 7.43% 3
2022
Q1 		$5.89M Buy
+17,452
New +$5.87M 6.72% 4

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

Virginia National Bank's MCO Position: Q4 2022 in Review

Virginia National Bank sold out of Moody's (MCO) in Q4 2022, closing a stake of 14,452 shares — an estimated $3.51M sold.

Virginia National Bank first reported a position in MCO in Q1 2022 and held it in 3 quarters. The position peaked at $5.89M in Q1 2022. 964 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Virginia National Bank reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Virginia National Bank sold 14,452 Moody's shares in Q4 2022, an estimated $3.51M.
  • Virginia National Bank first reported a position in Moody's in Q1 2022 and held it in 3 quarters.
  • Virginia National Bank's Moody's position peaked at $5.89M in Q1 2022.
  • 964 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Virginia National Bank's 13F filing for Q4 2022, filed 9 Feb 2023.