Moody Aldrich Partners’s T. Rowe Price TROW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,901	Closed	-$1.28M	–	240
2023 Q4	$1.28M	Hold	11,901	–	–	0.23%	112
2023 Q3	$1.25M	Hold	11,901	–	–	0.24%	107
2023 Q2	$1.33M	Hold	11,901	–	–	0.26%	107
2023 Q1	$1.34M	Buy	+11,901	New	+$1.36M	0.27%	109
2021 Q4	–	Sell	-4,882	Closed	-$960K	–	173
2021 Q3	$960K	Hold	4,882	–	–	0.12%	122
2021 Q2	$966K	Buy	+4,882	New	+$913K	0.14%	118
2021 Q1	–	Sell	-3,435	Closed	-$520K	–	202
2020 Q4	$520K	Sell	3,435 -3,283	-49%	-$470K	0.08%	137
2020 Q3	$861K	Hold	6,718	–	–	0.18%	110
2020 Q2	$830K	Sell	6,718 -7,388	-52%	-$842K	0.18%	112
2020 Q1	$1.38M	Buy	14,106 +6,966	+98%	+$853K	0.42%	84
2019 Q4	$870K	Buy	7,140 +1,693	+31%	+$200K	0.18%	102
2019 Q3	$622K	Buy	5,447 +1,426	+35%	+$159K	0.17%	98
2019 Q2	$441K	Buy	+4,021	New	+$423K	0.11%	101

Other funds holding TROW

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Moody Aldrich Partners's TROW Position: Q1 2024 in Review

Moody Aldrich Partners sold out of T. Rowe Price (TROW) in Q1 2024, closing a stake of 11,901 shares — an estimated $1.28M sold.

Moody Aldrich Partners first reported a position in TROW in Q2 2019 and held it in 13 quarters. The position peaked at $1.38M in Q1 2020. 1,053 funds tracked by Wall St. Rank hold TROW as of Q1 2024.

Moody Aldrich Partners reported no remaining T. Rowe Price position as of Q1 2024 after selling out during the quarter.
Moody Aldrich Partners sold 11,901 T. Rowe Price shares in Q1 2024, an estimated $1.28M.
Moody Aldrich Partners first reported a position in T. Rowe Price in Q2 2019 and held it in 13 quarters.
Moody Aldrich Partners's T. Rowe Price position peaked at $1.38M in Q1 2020.
1,053 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2024.

Based on Moody Aldrich Partners's 13F filing for Q1 2024, filed 30 Apr 2024.