Ancora Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21K | Buy |
39
+9
| +30% | +$5.08K | ﹤0.01% | 1529 |
|
|
2025
Q4 | $17.2K | Buy |
30
+20
| +200% | +$11.2K | ﹤0.01% | 1610 |
|
|
2025
Q3 | $5.67K | Hold |
10
| – | – | ﹤0.01% | 1484 |
|
|
2025
Q2 | $5.77K | Hold |
10
| – | – | ﹤0.01% | 1468 |
|
|
2025
Q1 | $5.66K | Hold |
10
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q4 | $6K | Sell |
10
-279
| -97% | -$167K | ﹤0.01% | 1425 |
|
|
2024
Q3 | $168K | Buy |
289
+1
| +0.3% | +$542 | ﹤0.01% | 723 |
|
|
2024
Q2 | $139K | Sell |
288
-61
| -17% | -$30.3K | ﹤0.01% | 751 |
|
|
2024
Q1 | $196K | Hold |
349
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $197K | Sell |
349
-95
| -21% | -$49K | ﹤0.01% | 671 |
|
|
2023
Q3 | $228K | Hold |
444
| – | – | 0.01% | 635 |
|
|
2023
Q2 | $208K | Sell |
444
-120
| -21% | -$58.5K | 0.01% | 638 |
|
|
2023
Q1 | $316K | Sell |
564
-1
| -0.2% | -$529 | 0.01% | 560 |
|
|
2022
Q4 | $262K | Buy |
565
+1
| +0.2% | +$465 | 0.01% | 618 |
|
|
2022
Q3 | $238K | Sell |
564
-4
| -0.7% | -$1.83K | 0.01% | 690 |
|
|
2022
Q2 | $234K | Buy |
568
+4
| +0.7% | +$1.74K | 0.01% | 723 |
|
|
2022
Q1 | $284K | Buy |
564
+9
| +2% | +$4.67K | 0.01% | 703 |
|
|
2021
Q4 | $340K | Hold |
555
| – | – | 0.01% | 650 |
|
|
2021
Q3 | $338K | Hold |
555
| – | – | 0.01% | 645 |
|
|
2021
Q2 | $296K | Hold |
555
| – | – | 0.01% | 674 |
|
|
2021
Q1 | $233K | Hold |
555
| – | – | 0.01% | 690 |
|
|
2020
Q4 | $248K | Hold |
555
| – | – | 0.01% | 589 |
|
|
2020
Q3 | $198K | Hold |
555
| – | – | 0.01% | 609 |
|
|
2020
Q2 | $185K | Sell |
555
-85
| -13% | -$27.5K | 0.01% | 600 |
|
|
2020
Q1 | $185K | Hold |
640
| – | – | 0.01% | 664 |
|
|
2019
Q4 | $165K | Buy |
+640
| New | +$156K | 0.01% | 690 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$13K | – | 983 |
|
|
2018
Q3 | $13K | Buy |
+76
| New | +$13.2K | ﹤0.01% | 1156 |
|
|
2017
Q1 | – | Sell |
-151
| Closed | -$12K | – | 914 |
|
|
2016
Q4 | $12K | Buy |
+151
| New | +$12.2K | ﹤0.01% | 1023 |
|
Other funds holding MSCI
VCM
VPM
