Moody Aldrich Partners’s Alliance Resource Partners ARLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-66,223	Closed	-$717K	–	135
2019 Q4	$717K	Buy	66,223 +21,916	+49%	+$263K	0.15%	105
2019 Q3	$709K	Hold	44,307	–	–	0.19%	95
2019 Q2	$752K	Buy	44,307 +34,383	+346%	+$625K	0.19%	94
2019 Q1	$202K	Sell	9,924 -2,213	-18%	-$42.8K	0.06%	102
2018 Q4	$210K	Hold	12,137	–	–	0.07%	90
2018 Q3	$248K	Buy	+12,137	New	+$238K	0.07%	94

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

COF

Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Moody Aldrich Partners's ARLP Position: Q1 2020 in Review

Moody Aldrich Partners sold out of Alliance Resource Partners (ARLP) in Q1 2020, closing a stake of 66,223 shares — an estimated $717K sold.

Moody Aldrich Partners first reported a position in ARLP in Q3 2018 and held it in 6 quarters. The position peaked at $752K in Q2 2019. 105 funds tracked by Wall St. Rank hold ARLP as of Q1 2020.

Moody Aldrich Partners reported no remaining Alliance Resource Partners position as of Q1 2020 after selling out during the quarter.
Moody Aldrich Partners sold 66,223 Alliance Resource Partners shares in Q1 2020, an estimated $717K.
Moody Aldrich Partners first reported a position in Alliance Resource Partners in Q3 2018 and held it in 6 quarters.
Moody Aldrich Partners's Alliance Resource Partners position peaked at $752K in Q2 2019.
105 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2020.

Based on Moody Aldrich Partners's 13F filing for Q1 2020, filed 7 May 2020.