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  Name: MOODY LYNN & CO/
  City: BOSTON
  State: MA
  Zip: 02108
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,487,264,000
  Total Value Change : $173,122,000
  Securities Held Change : 5
   
All Securities Held : 236
  New Positions : 16
  Closed Positions : 12
  Increased Positions : 79
  Unchanged Positions : 71
  Decreased Positions : 70

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Holdings Found : 76     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $413.54 $81,768,000 194,353 5.5% 8,882,000 527 0.003    Application Software
   (LLY)1 Year Chart         LLY Eli Lilly & Co 4 - $766.68 $70,933,000 91,178 4.77% 17,957,000 298 0.01    Drug Manufacturers - ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 7 - $404.92 $46,792,000 111,271 3.15% 7,210,000 291 0.008    Property & Casualty I...
   (MA)1 Year Chart         MA MasterCard Inc A 8 - $449.37 $39,951,000 82,960 2.69% 6,521,000 4,579 0.008    Business Services
   (WM)1 Year Chart         WM Waste Management Inc 9 - $210.56 $38,617,000 181,172 2.6% 6,193,000 134 0.043    Waste Management
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 10 - $192.00 $38,461,000 192,019 2.59% 6,091,000 1,722 0.006    Domestic Money Center...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 11 - $188.70 $37,932,000 210,290 2.55% 10,786,000 31,629 0.002    Internet Software & S...
   (BX)1 Year Chart         BX Blackstone Group LP 12 - $120.62 $35,841,000 272,823 2.41% 366,000 1,854 0.041    Asset Management
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 14 - $162.73 $31,528,000 173,138 2.12% 15,433,000 69,276 0.01    Drug Manufacturers - ...
   (LIN)1 Year Chart         LIN Linde Plc 15 - $426.62 $29,702,000 63,969 2% 3,564,000 329 0.013    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 16 - $573.55 $28,618,000 49,238 1.92% 2,606,000 232 0.012    Medical Laboratories ...
   (ABT)1 Year Chart         ABT Abbott Laboratories 17 - $105.64 $27,340,000 240,543 1.84% 3,579,000 24,673 0.014    Drug Manufacturers - ...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 18 - $402.50 $25,905,000 61,972 1.74% 1,691,000 2,461 0.024    Drug Manufacturers - ...
   (HD)1 Year Chart         HD Home Depot Inc 19 - $342.29 $25,684,000 66,955 1.73% 2,521,000 116 0.006    Home Improvement Stores
   (ETN)1 Year Chart         ETN Eaton Corp 20 - $327.24 $25,449,000 81,390 1.71% 5,879,000 124 0.02    Diversified Machinery
   (NOW)1 Year Chart         NOW Servicenow, Inc. 21 - $726.56 $24,764,000 32,482 1.67% 2,214,000 563 0.017    Information Technolog...
   (SYK)1 Year Chart         SYK Stryker Corp 22 - $325.50 $24,489,000 68,429 1.65% 5,486,000 4,972 0.018    Medical Instruments &...
   (NFLX)1 Year Chart         NFLX Netflix Inc 23 - $596.97 $21,440,000 35,302 1.44% 5,700,000 2,974 0.008    Music & Video Stores
   (CVX)1 Year Chart         CVX Chevron Corp 28 - $162.30 $17,234,000 109,253 1.16% 2,280,000 9,000 0.006    Integrated Oil & Gas
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 30 - $71.51 $16,508,000 214,418 1.11% 14,622,000 183,783 0.012    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 31 - $131.20 $15,646,000 118,573 1.05% 4,456,000 15,928 0.005    Drug Manufacturers - ...
   (V)1 Year Chart         V Visa Inc 32 - $272.67 $15,200,000 54,465 1.02% 1,447,000 1,639 0.003    Business Services
   (MDB)1 Year Chart         MDB Mongodb Inc 33 - $365.67 $14,298,000 39,866 0.96% -1,694,000 752 0.058    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 34 - $269.30 $12,212,000 43,314 0.82% -353,000 939 0.006    Restaurants
   (MAR)1 Year Chart         MAR Marriott International Inc 36 - $236.82 $11,031,000 43,720 0.74% 1,273,000 450 0.013    Lodging
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 41 - $155.78 $8,188,000 45,363 0.55% 1,887,000 2,617 0.004    Semiconductor- Broad...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 44 - $69.93 $6,982,000 99,743 0.47% 2,282,000 34,850 0.007    Food - Major Diversified
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 45 - $468.86 $6,206,000 12,965 0.42% 990,000 1,823 0.008    Aerospace/Defense - M...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 46 - $372.63 $6,060,000 15,184 0.41% 3,791,000 8,457 0.004    Medical Appliances & ...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 47 - $278.82 $5,865,000 20,224 0.39% 4,359,000 13,830 0.007    Diversified Computer ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 48 - $118.34 $5,793,000 46,116 0.39% 2,818,000 17,897 0.002    Application Software
   (CRM)1 Year Chart         CRM Salesforce.com Inc 50 - $275.63 $5,724,000 19,004 0.38% 3,891,000 12,038 0.002    Internet Software & S...
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 52 - $181.77 $4,714,000 24,161 0.32% -577,000 1,917 0.016    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 55 - $168.61 $4,556,000 23,857 0.31% 1,830,000 7,187 0.003    Diversified Computer ...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 58 - $256.25 $4,453,000 17,135 0.3% 418,000 126 0.002    Closed - End Fund - E...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 60 - $958.64 $4,403,000 4,575 0.3% 433,000 55 0.004    Biotechnology
   (EL)1 Year Chart         EL Estee Lauder Companies Inc 64 - $147.36 $4,050,000 26,272 0.27% 949,000 5,072 0.012    Personal Products
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 66 - $476.87 $3,905,000 7,233 0.26% -93,000 30 0.008    Diagnostic Substances
   (AXP)1 Year Chart         AXP American Express Co 68 - $234.33 $3,678,000 16,155 0.25% 3,400,000 14,671 0.002    Credit Services
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc 70 - $105.41 $3,623,000 34,730 0.24% 629,000 3,069 0.014    Cleaning Products
   (SHW)1 Year Chart         SHW Sherwin Williams Co 71 - $314.99 $3,390,000 9,760 0.23% 997,000 2,089 0.004    General Building Mate...
   (ATLKY)1 Year Chart         ATLKY Atlas Copco AB (Sweden) 74 - $18.26 $3,245,000 191,560 0.22% -10,000 2,420 0.016    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 79 - $0.00 $3,029,000 3,121 0.2% 2,654,000 2,626 0.001    Semiconductor Equipme...
   (CTRA)1 Year Chart         CTRA Coterra Energy Inc 80 - $28.35 $2,933,000 105,199 0.2% 572,000 12,699 0.013    Independent Oil & Gas
   (FB)1 Year Chart         FB Meta Platforms Inc 87 - $465.68 $2,164,000 4,457 0.15% 626,000 112 0    Internet Service Prov...
   (APH)1 Year Chart         APH Amphenol Corp 89 - $124.79 $1,903,000 16,496 0.13% 317,000 496 0.003    Diversified Electronics
   (HES)1 Year Chart         HES Hess Corporation 90 - $159.40 $1,849,000 12,112 0.12% 146,000 300 0.004    Oil & Gas Refining, P...
   (PWR)1 Year Chart         PWR Quanta Services Inc 95 - $269.50 $1,587,000 6,109 0.11% 270,000 7 0.004    General Contractors
   (PH)1 Year Chart         PH Parker Hannifin Corp 96 - $550.79 $1,497,000 2,693 0.1% 258,000 3 0.002    Industrial Equipment ...
   (RSG)1 Year Chart         RSG Republic Services Inc 98 - $186.71 $1,438,000 7,509 0.1% 201,000 10 0.002    Waste Management
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 109 - $56.86 $1,096,000 19,000 0.07% -198,000 50 0.008    Industrial Metals & M...
   (IRM)1 Year Chart         IRM Iron Mountain Inc 111 - $76.80 $1,080,000 13,469 0.07% 139,000 19 0.005    Business Services
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 121 - $59.32 $866,000 14,265 0.06% 75,000 11,412 0.006    Closed - End Fund - E...
   (CMC)1 Year Chart         CMC Commercial Metals Co 122 - $55.79 $838,000 14,262 0.06% 125,000 23 0.012    Steel & Iron
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 125 - $325.74 $801,000 2,667 0.05% 152,000 5 0.001    Diversified Machinery
   (VLO)1 Year Chart         VLO Valero Energy Corp 127 - $158.20 $783,000 4,590 0.05% 187,000 3 0.001    Oil & Gas Refining, P...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 134 - $60.24 $693,000 11,520 0.05% 144,000 8,040 0    Discount, Variety Stores
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 137 - $243.64 $677,000 2,711 0.05% 64,000 78 0.001    Closed - End Fund - E...
   (SSNC)1 Year Chart         SSNC Ss&c Technologies Holdings Inc 142 - $62.78 $577,000 8,965 0.04% 30,000 17 0.003    N/A
   (TTWO)1 Year Chart         TTWO Take-Two Interactive 148 - $148.34 $554,000 3,733 0.04% -8,000 241 0    Technical & System So...
   (DOV)1 Year Chart         DOV Dover Corp 147 - $181.73 $554,000 3,128 0.04% 74,000 9 0.004    Conglomerates
   (CW)1 Year Chart         CW Curtiss Wright Corp 154 - $273.69 $507,000 1,981 0.03% 66,000 2 0.005    Aerospace/Defense Pro...
   (HEI)1 Year Chart         HEI Heico Corp 156 - $212.66 $482,000 2,522 0.03% 54,000 127 0.006    Aerospace/Defense Pro...
   (SNA)1 Year Chart         SNA Snap-On Inc 158 - $274.59 $480,000 1,619 0.03% 13,000 2 0.003    Small Tools & Accesso...
   (RTOKY)1 Year Chart         RTOKY Rentokil Initial Plc (Unite... 160 - $26.03 $475,000 15,746 0.03% 25,000 31 0.004    N/A
   (PNM)1 Year Chart         PNM PNM Resources Inc 162 - $38.23 $465,000 12,362 0.03% -48,000 20 0.014    Multi Utilities
   (BJ)1 Year Chart         BJ Bjs Wholesale Club Holdings... 164 - $76.35 $454,000 6,002 0.03% 55,000 13 0.004    N/A
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 167 - $249.65 $440,000 1,725 0.03% 193,000 680 0.001    Railroads
   (WMB)1 Year Chart         WMB Williams Companies Inc 169 - $39.06 $425,000 10,904 0.03% 46,000 27 0.001    Oil & Gas Pipelines &...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 171 - $252.05 $414,000 1,596 0.03% 84,000 135 0    Property & Casualty I...
   (LEA)1 Year Chart         LEA Lear Corp 175 - $132.86 $387,000 2,671 0.03% 11,000 5 0.004    Auto Parts
   (HRB)1 Year Chart         HRB H&R Block Inc 182 - $48.76 $350,000 7,137 0.02% 5,000 10 0.004    Personal Services
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 183 - $156.43 $338,000 2,092 0.02% 15,000 3 0    Domestic Money Center...
   (PSX)1 Year Chart         PSX Phillips 66 189 - $145.12 $298,000 1,827 0.02% 66,000 81 0    Oil & Gas Refining, P...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 198 - $49.56 $262,000 5,223 0.02% 35,000 480 0    Closed - End Fund - F...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 218 - $0.00 $201,000 5,750 0.01% 201,000 5,750 0.004    N/A

      76 Records Found
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