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Applied Research Investments’s MSCI MSCI Stock Holding History

Applied Research Investments’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
2022
Q3 		– Sell
-1,450
Closed -$598K – 24
2022
Q2 		$598K Sell
1,450
-523
-27% -$228K 2.64% 20
2022
Q1 		$992K Sell
1,973
-9,953
-83% -$5.16M 2.96% 17
2021
Q4 		$7.31M Buy
11,926
+901
+8% +$565K 2.41% 16
2021
Q3 		$6.71M Sell
11,025
-411
-4% -$251K 2.23% 15
2021
Q2 		$6.1M Sell
11,436
-376
-3% -$179K 2.18% 14
2021
Q1 		$4.95M Buy
11,812
+565
+5% +$237K 1.81% 18
2020
Q4 		$5.02M Buy
11,247
+2,033
+22% +$798K 2.14% 16
2020
Q3 		$3.29M Buy
9,214
+732
+9% +$266K 1.86% 18
2020
Q2 		$2.83M Buy
+8,482
New +$2.74M 2.48% 14

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Applied Research Investments's MSCI Position: Q3 2022 in Review

Applied Research Investments sold out of MSCI (MSCI) in Q3 2022, closing a stake of 1,450 shares — an estimated $598K sold.

Applied Research Investments first reported a position in MSCI in Q2 2020 and held it in 9 quarters. The position peaked at $7.31M in Q4 2021. 740 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • Applied Research Investments reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
  • Applied Research Investments sold 1,450 MSCI shares in Q3 2022, an estimated $598K.
  • Applied Research Investments first reported a position in MSCI in Q2 2020 and held it in 9 quarters.
  • Applied Research Investments's MSCI position peaked at $7.31M in Q4 2021.
  • 740 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.