Moody Aldrich Partners Llc Buys iShares MSCI ACWI Index Fund, Esperion Therapeutics Inc, Mesa Laboratories Inc, Sells Rexford Industrial Realty Inc, Southwest Gas Holdings Inc, Stifel Financial Corp

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Feb 07, 2020
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Investment company Moody Aldrich Partners Llc (Current Portfolio) buys iShares MSCI ACWI Index Fund, Esperion Therapeutics Inc, Mesa Laboratories Inc, WSFS Financial Corp, ICF International Inc, sells Rexford Industrial Realty Inc, Southwest Gas Holdings Inc, Stifel Financial Corp, Albany International Corp, Dorman Products Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Moody Aldrich Partners Llc. As of 2019Q4, Moody Aldrich Partners Llc owns 152 stocks with a total value of $487 million. These are the details of the buys and sells.

For the details of MOODY ALDRICH PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/moody+aldrich+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of MOODY ALDRICH PARTNERS LLC
  1. iShares MSCI ACWI Index Fund (ACWI) - 579,000 shares, 9.43% of the total portfolio. New Position
  2. IAA Inc (IAA) - 208,660 shares, 2.02% of the total portfolio. Shares added by 22.74%
  3. Independent Bank Corp (INDB) - 107,908 shares, 1.85% of the total portfolio. Shares added by 3.15%
  4. Nomad Foods Ltd (NOMD) - 364,952 shares, 1.68% of the total portfolio. Shares added by 0.91%
  5. Columbia Banking System Inc (COLB) - 198,432 shares, 1.66% of the total portfolio. Shares added by 10.24%
New Purchase: iShares MSCI ACWI Index Fund (ACWI)

Moody Aldrich Partners Llc initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $71.68 and $79.55, with an estimated average price of $76.58. The stock is now traded at around $80.91. The impact to a portfolio due to this purchase was 9.43%. The holding were 579,000 shares as of .

New Purchase: Esperion Therapeutics Inc (ESPR)

Moody Aldrich Partners Llc initiated holding in Esperion Therapeutics Inc. The purchase prices were between $35.4 and $59.82, with an estimated average price of $45.39. The stock is now traded at around $57.98. The impact to a portfolio due to this purchase was 1.52%. The holding were 124,231 shares as of .

New Purchase: Mesa Laboratories Inc (MLAB)

Moody Aldrich Partners Llc initiated holding in Mesa Laboratories Inc. The purchase prices were between $213.21 and $251.5, with an estimated average price of $234.29. The stock is now traded at around $270.25. The impact to a portfolio due to this purchase was 1.49%. The holding were 29,088 shares as of .

New Purchase: WSFS Financial Corp (WSFS)

Moody Aldrich Partners Llc initiated holding in WSFS Financial Corp. The purchase prices were between $42.17 and $45.36, with an estimated average price of $43.73. The stock is now traded at around $41.82. The impact to a portfolio due to this purchase was 1.24%. The holding were 137,314 shares as of .

New Purchase: ICF International Inc (ICFI)

Moody Aldrich Partners Llc initiated holding in ICF International Inc. The purchase prices were between $76.48 and $93.01, with an estimated average price of $86.26. The stock is now traded at around $87.60. The impact to a portfolio due to this purchase was 1.23%. The holding were 65,406 shares as of .

New Purchase: iShares MSCI EAFE Small-Cap ETF (SCZ)

Moody Aldrich Partners Llc initiated holding in iShares MSCI EAFE Small-Cap ETF. The purchase prices were between $55.92 and $62.67, with an estimated average price of $60.18. The stock is now traded at around $61.43. The impact to a portfolio due to this purchase was 1.04%. The holding were 81,000 shares as of .

Added: Marriott Vacations Worldwide Corp (VAC)

Moody Aldrich Partners Llc added to a holding in Marriott Vacations Worldwide Corp by 84.43%. The purchase prices were between $100.21 and $130.56, with an estimated average price of $117.62. The stock is now traded at around $122.45. The impact to a portfolio due to this purchase was 0.58%. The holding were 47,578 shares as of .

Added: CenterState Bank Corp (CSFL)

Moody Aldrich Partners Llc added to a holding in CenterState Bank Corp by 42.25%. The purchase prices were between $22.95 and $26.53, with an estimated average price of $25.06. The stock is now traded at around $24.53. The impact to a portfolio due to this purchase was 0.48%. The holding were 316,353 shares as of .

Added: Bandwidth Inc (BAND)

Moody Aldrich Partners Llc added to a holding in Bandwidth Inc by 126.15%. The purchase prices were between $47.57 and $68.07, with an estimated average price of $57.81. The stock is now traded at around $70.81. The impact to a portfolio due to this purchase was 0.4%. The holding were 53,636 shares as of .

Added: Inphi Corp (IPHI)

Moody Aldrich Partners Llc added to a holding in Inphi Corp by 81.00%. The purchase prices were between $59.09 and $76.23, with an estimated average price of $68.94. The stock is now traded at around $83.58. The impact to a portfolio due to this purchase was 0.39%. The holding were 57,766 shares as of .

Added: Exponent Inc (EXPO)

Moody Aldrich Partners Llc added to a holding in Exponent Inc by 32.79%. The purchase prices were between $61.48 and $70.8, with an estimated average price of $66.03. The stock is now traded at around $73.94. The impact to a portfolio due to this purchase was 0.39%. The holding were 112,233 shares as of .

Added: Essent Group Ltd (ESNT)

Moody Aldrich Partners Llc added to a holding in Essent Group Ltd by 35.66%. The purchase prices were between $46.6 and $55.73, with an estimated average price of $52.28. The stock is now traded at around $52.00. The impact to a portfolio due to this purchase was 0.38%. The holding were 133,404 shares as of .

Sold Out: Stifel Financial Corp (SF)

Moody Aldrich Partners Llc sold out a holding in Stifel Financial Corp. The sale prices were between $50.67 and $63.03, with an estimated average price of $58.99.

Sold Out: Dorman Products Inc (DORM)

Moody Aldrich Partners Llc sold out a holding in Dorman Products Inc. The sale prices were between $71.26 and $83.68, with an estimated average price of $75.51.

Sold Out: Welbilt Inc (WBT)

Moody Aldrich Partners Llc sold out a holding in Welbilt Inc. The sale prices were between $15.61 and $19.79, with an estimated average price of $17.1.

Sold Out: InterXion Holding NV (INXN)

Moody Aldrich Partners Llc sold out a holding in InterXion Holding NV. The sale prices were between $77.07 and $89.42, with an estimated average price of $83.59.

Sold Out: Entegris Inc (ENTG)

Moody Aldrich Partners Llc sold out a holding in Entegris Inc. The sale prices were between $45.56 and $51.21, with an estimated average price of $48.23.

Sold Out: Kadant Inc (KAI)

Moody Aldrich Partners Llc sold out a holding in Kadant Inc. The sale prices were between $82.11 and $107.08, with an estimated average price of $95.1.



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