Moody Lynn & Lieberson, LLC Closed Holding Positions

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WMS
Advanced Drainage Systems, Inc.

Industrials
Q2 2022 Filed on Jul 28, 2022
2,816
$81.81 - $122.22 $230K - $344K
QRVO
Qorvo, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
2,826
$93.12 - $123.49 $263K - $349K
Victory Portfolios High Yield
Q2 2022 Filed on Jul 28, 2022
13,921
N/A
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Jul 28, 2022
53,879
$59.99 - $83.83 $3.23M - $4.52M
GOLD
Barrick Gold Corp

Basic Materials
Q2 2022 Filed on Jul 28, 2022
60,070
$17.69 - $25.58 $1.06M - $1.54M
Smallcap World Fd Inc Com
Q2 2022 Filed on Jul 28, 2022
3,659
N/A
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2022 Filed on Jul 28, 2022
1,502
$134.47 - $162.71 $202K - $244K
SBNY
Signature Bank Corp

Financial Services
Q2 2022 Filed on Jul 28, 2022
1,805
$167.55 - $289.82 $302K - $523K
NET
Cloudflare, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
2,415
$39.7 - $126.9 $95.9K - $306K
AVTR
Avantor, Inc.

Basic Materials
Q2 2022 Filed on Jul 28, 2022
87,694
$29.35 - $34.19 $2.57M - $3M
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
10,195
$23.31 - $45.82 $238K - $467K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Jul 28, 2022
4,776
$74.69 - $128.97 $357K - $616K
Cerner Corp
Q2 2022 Filed on Jul 28, 2022
3,057
N/A
JNPR
Juniper Networks Inc

Technology
Q2 2022 Filed on Jul 28, 2022
123,320
$27.63 - $36.83 $3.41M - $4.54M
Nuveen Invt Tr Iii Nuv Flt Rt
Q2 2022 Filed on Jul 28, 2022
15,028
N/A
Fidelity Summer Str Tr New Fsd
Q2 2022 Filed on Jul 28, 2022
18,117
N/A
OKTA
Okta, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
2,161
$78.77 - $160.42 $170K - $347K
CNC
Centene Corp

Healthcare
Q2 2022 Filed on Jul 28, 2022
29,945
$75.7 - $89.01 $2.27M - $2.67M
GTY
Getty Realty Corp

Real Estate
Q2 2022 Filed on Jul 28, 2022
14,699
$24.91 - $29.23 $366K - $430K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2022 Filed on Apr 27, 2022
1,324
$183.62 - $220.82 $243K - $292K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on Apr 27, 2022
4,244
$44.97 - $51.68 $191K - $219K
BC
Brunswick Corp

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
3,095
$80.89 - $102.08 $250K - $316K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on Apr 27, 2022
4,302
$114.5 - $173.1 $493K - $745K
HUM
Humana Inc

Healthcare
Q1 2022 Filed on Apr 27, 2022
14,948
$363.17 - $465.45 $5.43M - $6.96M
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
1,505
$88.72 - $164.03 $134K - $247K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q1 2022 Filed on Apr 27, 2022
19,108
$39.42 - $62.97 $753K - $1.2M
NEWR
New Relic, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
10,775
$57.81 - $109.18 $623K - $1.18M
CTAS
Cintas Corp

Industrials
Q1 2022 Filed on Apr 27, 2022
9,854
$363.91 - $432.01 $3.59M - $4.26M
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
3,504
$116.51 - $209.93 $408K - $736K
CE
Celanese Corp

Basic Materials
Q1 2022 Filed on Apr 27, 2022
4,090
$133.62 - $173.82 $547K - $711K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on Apr 27, 2022
34,920
$79.77 - $90.53 $2.79M - $3.16M
ICF
Ishares Tr

ETFs
Q1 2022 Filed on Apr 27, 2022
2,710
$64.57 - $75.32 $175K - $204K
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on Apr 27, 2022
94,880
$40.23 - $47.74 $3.82M - $4.53M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
13,257
$147.31 - $171.84 $1.95M - $2.28M
AMAT
Applied Materials Inc

Technology
Q1 2022 Filed on Apr 27, 2022
12,150
$119.22 - $167.0 $1.45M - $2.03M
ENVX
Enovix Corp

Industrials
Q1 2022 Filed on Apr 27, 2022
28,240
$12.67 - $27.16 $358K - $767K
CG
Carlyle Group Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
28,589
$40.59 - $55.57 $1.16M - $1.59M
TRI
Thomson Reuters Corp

Industrials
Q1 2022 Filed on Apr 27, 2022
1,794
$98.37 - $117.16 $176K - $210K
AFRM
Affirm Holdings, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
11,873
$26.22 - $95.21 $311K - $1.13M
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
13,395
$66.81 - $75.45 $895K - $1.01M
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
16,775
$205.68 - $366.99 $3.45M - $6.16M
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,465
$1052.95 - $1709.98 $2.6M - $4.22M
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,620
$87.43 - $154.29 $142K - $250K
KRNT
Kornit Digital Ltd.

Industrials
Q4 2021 Filed on Jan 26, 2022
19,925
$129.77 - $176.4 $2.59M - $3.51M
Bhp Billiton PLC Sponsored Adr
Q4 2021 Filed on Jan 26, 2022
15,618
N/A
CVET
Covetrus, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
16,033
$16.79 - $20.37 $269K - $327K
Bancorpsouth Bk Tupelo Miss CO
Q4 2021 Filed on Jan 26, 2022
6,915
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
5,919
$41.36 - $49.36 $245K - $292K
COIN
Coinbase Global, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
22,553
$220.61 - $280.47 $4.98M - $6.33M
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