MAP
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Moody Aldrich Partners’s BlackLine BL Stock Holding History

Moody Aldrich Partners’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31,751
Closed -$2.13M – 155
2023
Q1 		$2.13M Sell
31,751
-14,344
-31% -$989K 0.43% 85
2022
Q4 		$3.1M Buy
46,095
+8,127
+21% +$504K 0.63% 66
2022
Q3 		$2.27M Sell
37,968
-4,299
-10% -$288K 0.47% 72
2022
Q2 		$2.81M Sell
42,267
-6,822
-14% -$467K 0.55% 72
2022
Q1 		$3.59M Buy
49,089
+5,255
+12% +$425K 0.51% 69
2021
Q4 		$4.54M Sell
43,834
-8,067
-16% -$935K 0.63% 68
2021
Q3 		$6.13M Buy
51,901
+7,523
+17% +$864K 0.78% 61
2021
Q2 		$4.94M Sell
44,378
-14,809
-25% -$1.62M 0.69% 67
2021
Q1 		$6.42M Buy
59,187
+914
+2% +$114K 0.93% 43
2020
Q4 		$7.77M Buy
58,273
+72
+0.1% +$8.03K 1.25% 19
2020
Q3 		$5.22M Buy
58,201
+20,644
+55% +$1.73M 1.09% 35
2020
Q2 		$3.11M Buy
+37,557
New +$2.51M 0.66% 72

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RP
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IC
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Brown Advisory
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DDC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return