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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ARK Investment Management's MSCI Position: Q4 2019 in Review

ARK Investment Management sold out of MSCI (MSCI) in Q4 2019, closing a stake of 145 shares — an estimated $32K sold.

ARK Investment Management first reported a position in MSCI in Q4 2017 and held it in 8 quarters. The position peaked at $156K in Q1 2019. 607 funds tracked by Wall St. Rank hold MSCI as of Q4 2019.

  • ARK Investment Management reported no remaining MSCI position as of Q4 2019 after selling out during the quarter.
  • ARK Investment Management sold 145 MSCI shares in Q4 2019, an estimated $32K.
  • ARK Investment Management first reported a position in MSCI in Q4 2017 and held it in 8 quarters.
  • ARK Investment Management's MSCI position peaked at $156K in Q1 2019.
  • 607 funds tracked by Wall St. Rank held MSCI as of Q4 2019.

Based on ARK Investment Management's 13F filing for Q4 2019, filed 31 Jan 2020.