Moody Aldrich Partners LLC Portfolio Holdings
Moody Aldrich Partners LLC
- $473 Million
- Q2 2024
Moody Aldrich Partners LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $473 Million distributed in 194 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wintrust Financial Corp with a value of $11.4M, Scorpio Tankers Inc. with a value of $9.16M, Southwest Gas Holdings, Inc. with a value of $8.26M, Light & Wonder, Inc. with a value of $8.21M, and Allegheny Technologies Inc with a value of $8.23M.
Examining the 13F form we can see an decrease of $64.8M in the current position value, from $538M to 473M.
Below you can find more details about Moody Aldrich Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$473 Million
Healthcare: $82.8 Million
Financial Services: $72.8 Million
Technology: $66.9 Million
Consumer Cyclical: $64.5 Million
Industrials: $63.3 Million
Energy: $42.9 Million
Consumer Defensive: $23.4 Million
Basic Materials: $21.9 Million
Other: $34.5 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 194
- Current Value $473 Million
- Prior Value $538 Million
- Filing
- Period Q2 2024
- Filing Date July 23, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 34 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks