Harbert Fund Advisors’s Moody's MCO Stock Holding History

Harbert Fund Advisors’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
2025 Q1	–	Sell	-1,000	Closed	-$473K	–	81
2024 Q4	$473K	Hold	1,000	–	–	0.25%	83
2024 Q3	$475K	Buy	+1,000	New	+$463K	0.28%	89

Other funds holding MCO

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

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Harbert Fund Advisors's MCO Position: Q2 2025 in Review

Harbert Fund Advisors sold out of Moody's (MCO) in Q2 2025, closing a stake of 3,500 shares — an estimated $1.63M sold.

Harbert Fund Advisors first reported a position in MCO in Q4 2023 and held it in 6 quarters. The position peaked at $1.63M in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Harbert Fund Advisors reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
Harbert Fund Advisors sold 3,500 Moody's shares in Q2 2025, an estimated $1.63M.
Harbert Fund Advisors first reported a position in Moody's in Q4 2023 and held it in 6 quarters.
Harbert Fund Advisors's Moody's position peaked at $1.63M in Q1 2025.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Harbert Fund Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.