Moody Aldrich Partners LLC Portfolio Holdings
Moody Aldrich Partners LLC
- $503 Million
- Q3 2024
Moody Aldrich Partners LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $503 Million distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wintrust Financial Corp with a value of $12.5M, Southwest Gas Holdings, Inc. with a value of $9.93M, Allegheny Technologies Inc with a value of $9.74M, Cadence Bank with a value of $9.39M, and Portland General Electric CO with a value of $8.39M.
Examining the 13F form we can see an increase of $30M in the current position value, from $473M to 503M.
Below you can find more details about Moody Aldrich Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$503 Million
Healthcare: $98.7 Million
Financial Services: $97 Million
Technology: $67.8 Million
Industrials: $63.6 Million
Consumer Cyclical: $53 Million
Energy: $31.4 Million
Utilities: $23.5 Million
Real Estate: $23.3 Million
Other: $44.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 192
- Current Value $503 Million
- Prior Value $473 Million
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 24 stocks
- Additional Purchases 34 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks