- New Purchases: ACWI, ESPR, MLAB, WSFS, ICFI, SCZ, FOXF, JBT, IWM, LITE, ECOL, ESE, RETA, LPX, KBH, ASND, APY, CRUS, SSD, KRTX, DRNA, RHI, RS, THG, DFS, JHG, CONE, RNG, TECH, SIVB, WST, NDSN, ZEN, ARE, COUP, WEX, ODFL, MPWR, LFUS, CPRT, COLM, ATO, AOS, BR, MTN, STE, LSTR,
- Added Positions: VAC, CSFL, BAND, IPHI, EXPO, ESNT, IAA, LHCG, SLAB, IPAR, ACAD, TBK, COLB, RGEN, HQY, GTLS, FIVN, MRCY, NVTA, INDB, ARLP, LUV, TROW, MET, MGA, FTDR, WAL, CTLT, HGV, NVCR, TRU, JKHY, MDU, TDOC, ANSS, PSN, TDY, FIX, DCPH, UNF, LW, MASI, IOVA, SEDG, CR, DRH, EWBC, MNRO, VC, KMT,
- Reduced Positions: REXR, SWX, AIN, SHOO, CCMP, TREX, TRNO, NGVT, ROLL, SJI, SMTC, CPK, BRKS, AGO, WPX, AXSM, SUI, LEA, ALLY, BEN, WHD, PFS, HXL, QTS, ROG, ENPH, QURE, ENS, CYOU, BPMC,
- Sold Out: SF, DORM, WBT, INXN, ENTG, KAI, MDCO, MTSI, MMSI, PRLB, SAIA, RARX, LYB, PK, KIM, CNA, CBRL,
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- iShares MSCI ACWI Index Fund (ACWI) - 579,000 shares, 9.43% of the total portfolio. New Position
- IAA Inc (IAA) - 208,660 shares, 2.02% of the total portfolio. Shares added by 22.74%
- Independent Bank Corp (INDB) - 107,908 shares, 1.85% of the total portfolio. Shares added by 3.15%
- Nomad Foods Ltd (NOMD) - 364,952 shares, 1.68% of the total portfolio. Shares added by 0.91%
- Columbia Banking System Inc (COLB) - 198,432 shares, 1.66% of the total portfolio. Shares added by 10.24%
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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