SEC 13F Intelligence

Managers / Q4 2023 · view latest →

MOODY LYNN LIEBERSON & WALKER, LLC

CIK 0000938592 · ONE BEACON STREET, BOSTON, MA, 02108 · 6179730590

Reported Value
$1.3B
Q4 2023
Positions
231
Filings on Record
30
2019–present window
Filed
Jan 24, 2024
original filing

Summary

Moody Lynn Lieberson & Walker, Llc reported $1.3B in U.S.-listed holdings across 231 positions for Q4 2023.

Its largest position, MSFT, represents 5.5% of the portfolio.

Compared with Q3 2023, the fund opened 36 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $744MQ4 ’18Q1 ’19: $873MQ2 ’19: $910MQ3 ’19: $896MQ4 ’19: $1.0BQ4 ’19Q1 ’20: $727MQ2 ’20: $921MQ3 ’20: $1.0BQ4 ’20: $1.2BQ4 ’20Q1 ’21: $1.2BQ2 ’21: $1.3BQ3 ’21: $1.3BQ4 ’21: $1.5BQ4 ’21Q1 ’22: $1.4BQ2 ’22: $1.1BQ3 ’22: $1.0BQ4 ’22: $1.1BQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.2BQ3 ’23: $1.2BQ4 ’23: $1.3BQ4 ’23Q1 ’24: $1.5BQ2 ’24: $1.5BQ3 ’24: $1.6BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $1.6BQ2 ’25: $1.7BQ3 ’25: $1.9BQ4 ’25: $1.9BQ4 ’25Q1 ’26: $1.8Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 87.4%ETP: 5.9%Other: 4.1%ADR: 1.1%Open-End Fund: 0.7%Other: 0.7%
  • Common Stock · 87.4% · $1.1B
  • ETP · 5.9% · $77M
  • Other · 4.1% · $54M
  • ADR · 1.1% · $15M
  • Open-End Fund · 0.7% · $9M
  • Other · 0.7% · $10M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.8B250Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.9B265Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.9B259Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.7B258Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.6B244Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B246Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.6B255Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.5B235Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.5B236Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.3B231Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.2B206Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.2B222Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.1B214May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.1B215Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.0B216Oct 26, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.1B219Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.4B228Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.5B235Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.3B220Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.3B216Jul 28, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.2B217Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B203Jan 26, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.0B194Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$921M185Jul 24, 202013F-HRchanges · EDGAR ↗
Q1 2020$727M162Apr 30, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.0B207Jan 28, 202013F-HRchanges · EDGAR ↗
Q3 2019$896M182Oct 28, 201913F-HRchanges · EDGAR ↗
Q2 2019$910M190Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$873M185Apr 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$744M188Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.