Moody Aldrich Partners’s Assured Guaranty AGO Stock Holding History

Moody Aldrich Partners’s Portfolio AGO Stock Details AGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-42,953	Closed	-$1.35M	–	181
2020 Q4	$1.35M	Hold	42,953	–	–	0.22%	106
2020 Q3	$923K	Buy	42,953 +24,225	+129%	+$534K	0.19%	108
2020 Q2	$457K	Hold	18,728	–	–	0.1%	125
2020 Q1	$483K	Buy	18,728 +9,315	+99%	+$386K	0.15%	107
2019 Q4	$461K	Sell	9,413 -7,803	-45%	-$373K	0.09%	118
2019 Q3	$765K	Hold	17,216	–	–	0.2%	94
2019 Q2	$724K	Buy	+17,216	New	+$759K	0.19%	95
2019 Q1	–	Sell	-5,862	Closed	-$224K	–	105
2018 Q4	$224K	Hold	5,862	–	–	0.07%	87
2018 Q3	$248K	Buy	+5,862	New	+$233K	0.07%	93

Other funds holding AGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Moody Aldrich Partners's AGO Position: Q1 2021 in Review

Moody Aldrich Partners sold out of Assured Guaranty (AGO) in Q1 2021, closing a stake of 42,953 shares — an estimated $1.35M sold.

Moody Aldrich Partners first reported a position in AGO in Q3 2018 and held it in 9 quarters. The position peaked at $1.35M in Q4 2020. 245 funds tracked by Wall St. Rank hold AGO as of Q1 2021.

Moody Aldrich Partners reported no remaining Assured Guaranty position as of Q1 2021 after selling out during the quarter.
Moody Aldrich Partners sold 42,953 Assured Guaranty shares in Q1 2021, an estimated $1.35M.
Moody Aldrich Partners first reported a position in Assured Guaranty in Q3 2018 and held it in 9 quarters.
Moody Aldrich Partners's Assured Guaranty position peaked at $1.35M in Q4 2020.
245 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2021.

Based on Moody Aldrich Partners's 13F filing for Q1 2021, filed 10 May 2021.