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Moody Aldrich Partners’s Workiva WK Stock Holding History

Moody Aldrich Partners’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-41,733
Closed -$3.54M – 244
2024
Q1 		$3.54M Sell
41,733
-3,514
-8% -$317K 0.6% 75
2023
Q4 		$4.59M Sell
45,247
-17,281
-28% -$1.67M 0.83% 51
2023
Q3 		$6.34M Buy
62,528
+2,175
+4% +$226K 1.2% 25
2023
Q2 		$6.14M Buy
60,353
+22,255
+58% +$2.14M 1.19% 25
2023
Q1 		$3.9M Sell
38,098
-6,723
-15% -$609K 0.79% 51
2022
Q4 		$3.76M Sell
44,821
-19,194
-30% -$1.49M 0.76% 60
2022
Q3 		$4.98M Buy
64,015
+1,100
+2% +$75.1K 1.03% 39
2022
Q2 		$4.15M Sell
62,915
-11,452
-15% -$953K 0.82% 55
2022
Q1 		$8.78M Buy
74,367
+8,574
+13% +$948K 1.23% 29
2021
Q4 		$8.59M Sell
65,793
-10,279
-14% -$1.45M 1.2% 25
2021
Q3 		$10.7M Buy
+76,072
New +$10.3M 1.36% 18

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return