Western Financial Corp’s Moody's MCO Stock Holding History

Western Financial Corp’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
2021 Q1	–	Sell	-1,213	Closed	-$352K	–	92
2020 Q4	$352K	Buy	+1,213	New	+$339K	0.23%	65

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

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

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

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

ACM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Western Financial Corp's MCO Position: Q1 2021 in Review

Western Financial Corp sold out of Moody's (MCO) in Q1 2021, closing a stake of 1,213 shares — an estimated $352K sold.

Western Financial Corp first reported a position in MCO in Q4 2020 and held it in 1 quarter. The position peaked at $352K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

Western Financial Corp reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
Western Financial Corp sold 1,213 Moody's shares in Q1 2021, an estimated $352K.
Western Financial Corp first reported a position in Moody's in Q4 2020 and held it in 1 quarter.
Western Financial Corp's Moody's position peaked at $352K in Q4 2020.
917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Western Financial Corp's 13F filing for Q1 2021, filed 27 Apr 2021.