HFA
Harbert Fund Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,500
| Closed | -$1.63M | – | 39 |
|
|
2025
Q1 | $1.63M | Buy |
3,500
+250
| +8% | +$116K | 1.85% | 19 |
|
|
2024
Q4 | $1.54M | Buy |
3,250
+1,100
| +51% | +$521K | 0.8% | 26 |
|
|
2024
Q3 | $1.02M | Sell |
2,150
-350
| -14% | -$166K | 0.6% | 33 |
|
|
2024
Q2 | $1.05M | Sell |
2,500
-750
| -23% | -$316K | 0.75% | 28 |
|
|
2024
Q1 | $1.28M | Buy |
3,250
+1,900
| +141% | +$747K | 0.88% | 28 |
|
|
2023
Q4 | $527K | Buy |
+1,350
| New | +$527K | 0.36% | 60 |
|