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Moody Aldrich Partners’s Provident Financial Services PFS Stock Holding History

Moody Aldrich Partners’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-159,970
Closed -$3.94M – 154
2019
Q4 		$3.94M Sell
159,970
-5,097
-3% -$126K 0.81% 50
2019
Q3 		$4.05M Sell
165,067
-1,723
-1% -$41.9K 1.08% 36
2019
Q2 		$4.04M Buy
166,790
+4,374
+3% +$111K 1.03% 40
2019
Q1 		$4.21M Buy
162,416
+13,386
+9% +$351K 1.18% 35
2018
Q4 		$3.6M Buy
149,030
+405
+0.3% +$9.8K 1.18% 34
2018
Q3 		$3.65M Buy
148,625
+23,737
+19% +$616K 1.05% 41
2018
Q2 		$3.44M Buy
124,888
+53,456
+75% +$1.45M 1.22% 33
2018
Q1 		$1.83M Buy
71,432
+16,888
+31% +$444K 1.17% 40
2017
Q4 		$1.47M Buy
54,544
+22,043
+68% +$599K 1.19% 37
2017
Q3 		$867K Buy
32,501
+4,176
+15% +$106K 0.89% 53
2017
Q2 		$719K Buy
28,325
+7,755
+38% +$193K 0.9% 54
2017
Q1 		$532K Sell
20,570
-40,170
-66% -$1.07M 0.91% 54
2016
Q4 		$1.72M Sell
60,740
-1,250
-2% -$31.1K 1.11% 38
2016
Q3 		$1.32M Buy
61,990
+6,410
+12% +$132K 0.92% 58
2016
Q2 		$1.09M Buy
55,580
+34,725
+167% +$691K 0.9% 58
2016
Q1 		$421K Buy
+20,855
New +$396K 0.89% 59

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Moody Aldrich Partners sold out of Provident Financial Services (PFS) in Q1 2020, closing a stake of 159,970 shares — an estimated $3.94M sold.

Moody Aldrich Partners first reported a position in PFS in Q1 2016 and held it in 16 quarters. The position peaked at $4.21M in Q1 2019. 150 funds tracked by Wall St. Rank hold PFS as of Q1 2020.

  • Moody Aldrich Partners reported no remaining Provident Financial Services position as of Q1 2020 after selling out during the quarter.
  • Moody Aldrich Partners sold 159,970 Provident Financial Services shares in Q1 2020, an estimated $3.94M.
  • Moody Aldrich Partners first reported a position in Provident Financial Services in Q1 2016 and held it in 16 quarters.
  • Moody Aldrich Partners's Provident Financial Services position peaked at $4.21M in Q1 2019.
  • 150 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2020.

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