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Anchor Investment Management’s MSCI MSCI Stock Holding History

Anchor Investment Management’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
2026
Q1 		$12.4K Sell
23
-3
-12% -$1.69K ﹤0.01% 806
2025
Q4 		$14.9K Sell
26
-3
-10% -$1.68K ﹤0.01% 763
2025
Q3 		$16.5K Hold
29
– – ﹤0.01% 752
2025
Q2 		$16.7K Buy
29
+4
+16% +$2.21K ﹤0.01% 740
2025
Q1 		$14.1K Sell
25
-10
-29% -$5.81K ﹤0.01% 751
2024
Q4 		$21K Hold
35
– – ﹤0.01% 701
2024
Q3 		$20.4K Hold
35
– – ﹤0.01% 696
2024
Q2 		$16.9K Sell
35
-43
-55% -$21.3K ﹤0.01% 684
2024
Q1 		$43.7K Sell
78
-1,043
-93% -$586K ﹤0.01% 558
2023
Q4 		$634K Buy
1,121
+979
+689% +$505K 0.07% 210
2023
Q3 		$72.9K Sell
142
-941
-87% -$494K 0.01% 463
2023
Q2 		$508K Buy
1,083
+716
+195% +$349K 0.06% 230
2023
Q1 		$205K Hold
367
– – 0.03% 342
2022
Q4 		$171K Hold
367
– – 0.02% 355
2022
Q3 		$155K Sell
367
-110
-23% -$50.4K 0.02% 371
2022
Q2 		$197K Hold
477
– – 0.03% 351
2022
Q1 		$240K Sell
477
-4
-0.8% -$2.07K 0.03% 350
2021
Q4 		$295K Buy
481
+7
+1% +$4.39K 0.04% 326
2021
Q3 		$288K Sell
474
-115
-20% -$70.3K 0.04% 306
2021
Q2 		$314K Buy
589
+585
+14,625% +$279K 0.04% 297
2021
Q1 		$1.68K Buy
+4
New +$1.68K ﹤0.01% 887

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return