Moody Aldrich Partners LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the world of investments, staying on top of the latest trends and changes is crucial for success. One valuable tool that provides insights into the movements of funds is the 13F filing. These quarterly filings are required by the United States Securities and Exchange Commission (SEC) and provide a detailed snapshot of a fund's holdings.

In this article, we will analyze the 13F holdings of Moody Aldrich Partners LLC for the third and fourth quarters of 2023. The comparison between these two periods will shed light on the changes in holdings made by the fund and potentially uncover some interesting insights.

To begin our analysis, let's take a closer look at the top holdings of Moody Aldrich Partners LLC in Q3 2023. In this quarter, some notable holdings included Evercore Inc. (EVR), Cohen & Steers Inc. (CNS), Terreno Realty Corp. (TRNO), and Wintrust Financial Corp. (WTFC).

Evercore Inc. (EVR) witnessed a slight decrease in shares from 80,661 to 67,228, but the value increased from $11,121,000 to $11,499,000. This change represents a 3.4% shift in holdings.

On the other hand, Cohen & Steers Inc. (CNS) experienced a significant increase in shares from 97,391 to 135,849, resulting in a 68.5% change in holdings. The value also rose from $6,105,000 to $10,287,000.

Terreno Realty Corp. (TRNO) and Wintrust Financial Corp. (WTFC) saw minimal changes in their holdings. Terreno Realty Corp. witnessed a slight decrease from 179,941 to 163,541 shares, while Wintrust Financial Corp. had a decrease from 115,586 to 105,012 shares. The percentage change for Terreno Realty Corp. was 0.3%, while Wintrust Financial Corp. experienced an 11.6% decrease.

Moving on to the fourth quarter of 2023, Moody Aldrich Partners LLC made some interesting adjustments to its holdings. The top holdings in this quarter included Leonardo DRS Inc. (DRS), Independent Bank Corp. Mass (INDB), Southwest Gas Holdings Inc. (SWX), and Columbia Banking System Inc. (COLB).

Leonardo DRS Inc. (DRS) saw a substantial increase in shares from 288,481 to 462,517, representing a 92.4% change. The value also rose from $4,817,000 to $9,268,000.

Independent Bank Corp. Mass (INDB) experienced a decrease in shares from 153,443 to 139,014, resulting in a 21.5% change in holdings. The value, however, increased from $7,532,000 to $9,148,000.

Southwest Gas Holdings Inc. (SWX) had a slight decrease in shares from 150,230 to 141,538, with a percentage change of -1.2%. The value also decreased slightly from $9,075,000 to $8,966,000.

Lastly, Columbia Banking System Inc. (COLB) saw a decrease in shares from 353,773 to 335,747, but the value increased from $7,181,000 to $8,957,000. This change represents a 24.7% shift in holdings.

Overall, the comparison between the third and fourth quarters of 2023 highlights some interesting changes in the holdings of Moody Aldrich Partners LLC. While some holdings experienced significant shifts, others remained relatively stable. It's important to note that these changes reflect the investment strategies and decisions made by the fund during this period.

As an investor, keeping an eye on these quarterly 13F filings can provide valuable insights into the movements of funds and potentially help in making informed investment decisions. However, it's crucial to analyze these filings in conjunction with other factors and conduct thorough research before making any investment choices.

Please note that the information provided in this article is based solely on the publicly available data from the 13F filings and should not be considered as financial advice or a recommendation to buy or sell any securities. Always consult with a qualified financial advisor before making any investment decisions.