$58.4 Million is the total value of MOODY ALDRICH PARTNERS LLC's 89 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JKHY | Exit | Jack Henry & Associates Inc. | $0 | – | -2,260 | -100.0% | -0.13% | – |
| AOS | Exit | AO Smith Corp | $0 | – | -4,569 | -100.0% | -0.14% | – |
| RARE | Exit | Ultragenyx Pharmaceuticals | $0 | – | -9,665 | -100.0% | -0.44% | – |
| ACIW | Exit | ACI Worldwide Inc. | $0 | – | -40,945 | -100.0% | -0.48% | – |
| SPSC | Exit | SPS Commerce, Inc | $0 | – | -11,210 | -100.0% | -0.50% | – |
| ICUI | Exit | ICU Medical Inc. | $0 | – | -5,870 | -100.0% | -0.56% | – |
| SJI | Exit | South Jersey Industries | $0 | – | -48,355 | -100.0% | -1.05% | – |
| AWI | Exit | Armstrong World Indust | $0 | – | -41,825 | -100.0% | -1.13% | – |
| BC | Exit | Brunswick Corp | $0 | – | -32,715 | -100.0% | -1.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INDEPENDENT BK CORP MASS | 31 | Q3 2023 | 2.7% |
| SILICON LABORATORIES INC | 31 | Q3 2023 | 3.0% |
| Albany Intl Corp Cl A | 30 | Q3 2023 | 1.8% |
| TERRENO RLTY CORP | 29 | Q3 2023 | 3.3% |
| BROOKLINE BANCORP INC DEL | 29 | Q1 2023 | 2.7% |
| VISTEON CORP | 27 | Q3 2023 | 1.3% |
| STIFEL FINL CORP | 27 | Q3 2023 | 2.8% |
| ENTEGRIS INC | 27 | Q3 2023 | 2.3% |
| Marriott Vactions Wrlwd | 26 | Q3 2023 | 1.9% |
| COLUMBIA BKG SYS INC | 24 | Q3 2023 | 2.1% |
View MOODY ALDRICH PARTNERS LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BANCORP RHODE ISLAND INC | August 07, 2008 | 222,645 | 4.9% |
| Mueller Water Products, Inc. | August 07, 2008 | 1,369,705 | 4.7% |
| REDWOOD TRUST INC | January 22, 2008 | 1,406,315 | 5.0% |
| SAFETY INSURANCE GROUP INC | January 22, 2008 | 705,181 | 4.4% |
| INTEGRATED SILICON SOLUTION INC | April 12, 2007 | 1,000 | 0.0% |
View MOODY ALDRICH PARTNERS LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View MOODY ALDRICH PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.