AIM
MSCI icon

ARK Investment Management’s MSCI MSCI Stock Holding History

ARK 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
2019
Q4 		– Sell
-145
Closed -$32K – 223
2019
Q3 		$32K Sell
145
-452
-76% -$105K ﹤0.01% 217
2019
Q2 		$143K Sell
597
-186
-24% -$41.7K ﹤0.01% 179
2019
Q1 		$156K Hold
783
– – ﹤0.01% 167
2018
Q4 		$115K Hold
783
– – ﹤0.01% 164
2018
Q3 		$139K Hold
783
– – ﹤0.01% 171
2018
Q2 		$130K Sell
783
-115
-13% -$18.1K ﹤0.01% 173
2018
Q1 		$134K Buy
898
+421
+88% +$60.3K 0.01% 171
2017
Q4 		$60K Buy
+477
New +$59.5K ﹤0.01% 189

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return