$487 Million is the total value of MOODY ALDRICH PARTNERS LLC's 152 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KSS | KOHLS CORP | $1,189,000 | +2.7% | 23,327 | 0.0% | 0.24% | -20.8% | |
| COF | CAPITAL ONE FINL CORP | $1,089,000 | +13.1% | 10,580 | 0.0% | 0.22% | -12.5% | |
| JNJ | JOHNSON & JOHNSON | $674,000 | +12.7% | 4,620 | 0.0% | 0.14% | -12.6% | |
| AB | ALLIANCEBERNSTEIN HOLDING LPunit ltd partn | $656,000 | +3.1% | 21,670 | 0.0% | 0.14% | -20.1% | |
| JNPR | JUNIPER NETWORKS INC | $504,000 | -0.4% | 20,458 | 0.0% | 0.10% | -23.0% | |
| FHI | FEDERATED INVS INC PAcl b | $403,000 | +0.5% | 12,371 | 0.0% | 0.08% | -22.4% | |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $371,000 | -9.5% | 25,272 | 0.0% | 0.08% | -30.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-07
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.