Moody Aldrich Partners’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,731	Closed	-$221K	–	146
2022 Q1	$221K	Buy	2,731 +660	+32%	+$60.9K	0.03%	146
2021 Q4	$209K	Buy	+2,071	New	+$203K	0.03%	153
2021 Q3	–	Sell	-2,101	Closed	-$209K	–	169
2021 Q2	$209K	Sell	2,101 -31	-1%	-$3.16K	0.03%	168
2021 Q1	$203K	Buy	+2,132	New	+$195K	0.03%	178
2017 Q1	–	Sell	-32,715	Closed	-$1.78M	–	93
2016 Q4	$1.78M	Buy	+32,715	New	+$1.62M	1.15%	35

Other funds holding BC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Moody Aldrich Partners's BC Position: Q2 2022 in Review

Moody Aldrich Partners sold out of Brunswick (BC) in Q2 2022, closing a stake of 2,731 shares — an estimated $221K sold.

Moody Aldrich Partners first reported a position in BC in Q4 2016 and held it in 5 quarters. The position peaked at $1.78M in Q4 2016. 378 funds tracked by Wall St. Rank hold BC as of Q2 2022.

Moody Aldrich Partners reported no remaining Brunswick position as of Q2 2022 after selling out during the quarter.
Moody Aldrich Partners sold 2,731 Brunswick shares in Q2 2022, an estimated $221K.
Moody Aldrich Partners first reported a position in Brunswick in Q4 2016 and held it in 5 quarters.
Moody Aldrich Partners's Brunswick position peaked at $1.78M in Q4 2016.
378 funds tracked by Wall St. Rank held Brunswick as of Q2 2022.

Based on Moody Aldrich Partners's 13F filing for Q2 2022, filed 18 Jul 2022.