Aft Forsyth & Sober’s MSCI MSCI Stock Holding History

Aft Forsyth & Sober’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,425	Closed	-$1.37M	–	84
2023 Q4	$1.37M	Hold	2,425	–	–	0.53%	60
2023 Q3	$1.24M	Hold	2,425	–	–	0.53%	55
2023 Q2	$1.14M	Hold	2,425	–	–	0.47%	67
2023 Q1	$1.36M	Hold	2,425	–	–	0.69%	46
2022 Q4	$1.13M	Hold	2,425	–	–	0.51%	64
2022 Q3	$1.02M	Hold	2,425	–	–	0.5%	60
2022 Q2	$999K	Hold	2,425	–	–	0.46%	69
2022 Q1	$1.22M	Hold	2,425	–	–	0.48%	68
2021 Q4	$1.49M	Hold	2,425	–	–	0.52%	52
2021 Q3	$1.48M	Buy	2,425 +50	+2%	+$30.6K	0.55%	49
2021 Q2	$1.27M	Sell	2,375 -12,125	-84%	-$5.78M	0.48%	45
2021 Q1	$995K	Buy	14,500 +13,300	+1,108%	+$5.59M	0.41%	65
2020 Q4	$536K	Buy	+1,200	New	+$471K	0.41%	26
2020 Q3	–	Sell	-125	Closed	-$42K	–	50
2020 Q2	$42K	Buy	+125	New	+$40.4K	0.3%	44

Other funds holding MSCI

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Aft Forsyth & Sober's MSCI Position: Q1 2024 in Review

Aft Forsyth & Sober sold out of MSCI (MSCI) in Q1 2024, closing a stake of 2,425 shares — an estimated $1.37M sold.

Aft Forsyth & Sober first reported a position in MSCI in Q2 2020 and held it in 14 quarters. The position peaked at $1.49M in Q4 2021. 919 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

Aft Forsyth & Sober reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
Aft Forsyth & Sober sold 2,425 MSCI shares in Q1 2024, an estimated $1.37M.
Aft Forsyth & Sober first reported a position in MSCI in Q2 2020 and held it in 14 quarters.
Aft Forsyth & Sober's MSCI position peaked at $1.49M in Q4 2021.
919 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Aft Forsyth & Sober's 13F filing for Q1 2024, filed 13 May 2024.