MA

MOODY ALDRICH PARTNERS LLC

13F
MOODY ALDRICH PARTNERS LLC
Last update 2024-10-22 192 Stocks (24 new)
Value $550.00 Mil Turnover 17 %
Countries:
Top Holdings: WTFC(2.27%)SWX(1.81%)ATI(1.77%)CADE(1.71%)POR(1.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
MOODY ALDRICH PARTNERS LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WTFC 		Wintrust Financial Corp
114,847
12464.350
-1.01%
2.270
-0.02%
0.170
+17.00%
-0.08%
8285.594
Banks
SWX 		Southwest Gas Holdings Inc
134,573
9926.100
+14.68%
1.810
+0.23%
0.190
-5.29%
-3.24%
4908.702
Utilities - Regulated
ATI 		ATI Inc
145,563
9739.620
-1.88%
1.770
-0.03%
0.120
-12.47%
+0.09%
7858.180
Industrial Products
CADE 		Cadence Bank
294,932
9393.580
+28.60%
1.710
+0.38%
0.160
+8.24%
-2.73%
6131.257
Banks
POR 		Portland General Electric Co
175,157
8390.020
+34.95%
1.530
+0.40%
0.170
-10.74%
-7.02%
4277.279
Utilities - Regulated
COLB 		Columbia Banking System Inc
314,999
8224.620
+12.14%
1.500
+0.16%
0.150
+2.32%
-2.81%
5500.194
Banks
SLG 		SL Green Realty Corp
117,926
8208.830
+12.85%
1.490
+0.17%
0.180
-7.32%
-8.98%
4435.062
REITs
CASH 		Pathward Financial Inc
124,117
8192.960
+31.70%
1.490
+0.36%
0.500
+2.04%
-1.88%
1741.428
Banks
INDB 		Independent Bank Corp
133,538
7896.100
+39.80%
1.440
+0.41%
0.310
+4.74%
-6.04%
2562.844
Banks
VIRT 		Virtu Financial Inc
255,649
7787.070
-6.04%
1.420
-0.07%
0.290
+8.44%
-2.91%
2977.440
Capital Markets

MOODY ALDRICH PARTNERS LLC's Historical Top Holdings Breakdowns

MOODY ALDRICH PARTNERS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KNSL 		Kinsale Capital Group Inc2023-12-31Reduce
-2.45%
●
328.95 ($370.9) 451.84
$416.48
12.29%
Reduce -95.99%
1,304
-31,226
COLB Columbia Banking System Inc2023-03-31Sold Out
-2.02%
●
20.19 ($27.77) 32.94
$21.58
-22.29%
Sold Out
0
-331,226
COLB Columbia Banking System Inc2023-09-30Sold Out
-1.80%
●
19.54 ($21.56) 23.55
$20.89
-3.11%
Sold Out
0
-457,633
PR 		Permian Resources Corp2023-09-30New Buy
+1.79%
●
10.56 ($12.58) 14.62
$15.14
20.35%
New holding
678,511
678,511
WSC 		WillScot Mobile Mini Holdings Corp2023-03-31Reduce
-1.77%
●
43.71 ($48.14) 53.05
$34.99
-27.32%
Reduce -94.99%
10,172
-192,841
CNS 		Cohen & Steers Inc2024-06-30Sold Out
-1.60%
●
66.11 ($71.09) 76.32
$85.78
20.66%
Sold Out
0
-122,345
BWXT 		BWX Technologies Inc2024-06-30Reduce
-1.56%
●
87.04 ($92.74) 101.9
$114.69
23.67%
Reduce -92.88%
6,841
-89,188
BJ 		BJ's Wholesale Club Holdings Inc2023-06-30Reduce
-1.51%
●
61.07 ($69.27) 78.07
$96.57
39.41%
Reduce -96.49%
3,588
-98,753
LNW 		Light & Wonder Inc2024-09-30Reduce
-1.49%
●
90.71 ($104.8) 112.68
$85.25
-18.65%
Reduce -92.88%
5,576
-72,729
SN 		SharkNinja Inc2024-06-30Reduce
-1.43%
●
61.22 ($70.43) 79.9
$108.07
53.44%
Reduce -94.42%
7,927
-134,229

MOODY ALDRICH PARTNERS LLC Total Holding History ($B)

To

MOODY ALDRICH PARTNERS LLC's Asset Allocation

To

MOODY ALDRICH PARTNERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MOODY ALDRICH PARTNERS LLC's Hypothetical Growth since 2024-09-30

MOODY ALDRICH PARTNERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MOODY ALDRICH PARTNERS LLC's Holdings Heat Map

Size field:

MOODY ALDRICH PARTNERS LLC's Holdings Bubble Chart

MOODY ALDRICH PARTNERS LLC News

  • 1

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