$1.49 Billion is the total value of MOODY LYNN & LIEBERSON, LLC's 235 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BXS | Exit | BANCORPSOUTH BK TUPELO MISS CO | $0 | – | -6,915 | -100.0% | -0.02% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -300 | -100.0% | -0.02% | – |
| TDOC | Exit | TELADOC HEALTH INC COM | $0 | – | -1,620 | -100.0% | -0.02% | – |
| CVET | Exit | COVETRUS INC COM | $0 | – | -16,033 | -100.0% | -0.02% | – |
| MRNA | Exit | MODERNA INC COM | $0 | – | -800 | -100.0% | -0.02% | – |
| GLW | Exit | CORNING INC | $0 | – | -10,479 | -100.0% | -0.03% | – |
| BBL | Exit | BHP BILLITON PLC SPONSORED ADR | $0 | – | -15,618 | -100.0% | -0.06% | – |
| IWD | Exit | ISHARES TR RSSLL 1000 VALU | $0 | – | -5,540 | -100.0% | -0.06% | – |
| KRE | Exit | SPDR SERIES TRUST S&P REGL BKG | $0 | – | -13,395 | -100.0% | -0.07% | – |
| KRNT | Exit | KORNIT DIGITAL LTD SHS | $0 | – | -19,925 | -100.0% | -0.22% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS COM | $0 | – | -6,467 | -100.0% | -0.29% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INC CL A | $0 | – | -16,160 | -100.0% | -0.30% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -2,465 | -100.0% | -0.31% | – |
| SE | Exit | SEA LTD SPONSORED ADS | $0 | – | -16,775 | -100.0% | -0.40% | – |
| EWJ | Exit | ISHARES INC MSCI JPN ETF NEW | $0 | – | -100,595 | -100.0% | -0.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INCORPORATED CL A | 42 | Q3 2023 | 4.4% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.0% |
| SPDR TR UNIT SER 1 | 42 | Q3 2023 | 5.2% |
| HOME DEPOT INC | 42 | Q3 2023 | 3.0% |
| VISA INC COM CL A | 42 | Q3 2023 | 2.0% |
| BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 2.5% |
| COCA-COLA CO | 42 | Q3 2023 | 2.5% |
| DISNEY WALT PRODUCTIONS | 42 | Q3 2023 | 3.2% |
| PROCTER & GAMBLE COMPANY | 42 | Q3 2023 | 2.3% |
| MERCK & COMPANY | 42 | Q3 2023 | 1.5% |
View MOODY LYNN & LIEBERSON, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-26 |
View MOODY LYNN & LIEBERSON, 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.