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Moody Aldrich Partners’s ATI ATI Stock Holding History

Moody Aldrich Partners’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-60,853
Closed -$3.17M – 180
2025
Q1 		$3.17M Sell
60,853
-16,930
-22% -$961K 0.66% 62
2024
Q4 		$4.28M Sell
77,783
-67,780
-47% -$4M 0.79% 58
2024
Q3 		$9.74M Sell
145,563
-2,782
-2% -$173K 1.77% 3
2024
Q2 		$8.23M Sell
148,345
-29,843
-17% -$1.67M 1.6% 4
2024
Q1 		$9.12M Buy
178,188
+21,018
+13% +$950K 1.55% 10
2023
Q4 		$7.15M Buy
157,170
+40,469
+35% +$1.68M 1.29% 21
2023
Q3 		$4.8M Buy
116,701
+4,831
+4% +$215K 0.91% 44
2023
Q2 		$4.95M Buy
+111,870
New +$4.28M 0.96% 35

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return