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Artemis Investment Management’s MSCI MSCI Stock Holding History

Artemis 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
2021
Q2 		– Sell
-38,261
Closed -$16M – 306
2021
Q1 		$16M Sell
38,261
-23,243
-38% -$9.77M 0.15% 164
2020
Q4 		$27.5M Sell
61,504
-2,445
-4% -$959K 0.29% 111
2020
Q3 		$22.8M Buy
63,949
+19,073
+43% +$6.92M 0.29% 104
2020
Q2 		$15M Sell
44,876
-52,144
-54% -$16.9M 0.2% 127
2020
Q1 		$28M Sell
97,020
-8,721
-8% -$2.47M 0.05% 57
2019
Q4 		$27.3M Sell
105,741
-14,561
-12% -$3.55M 0.34% 90
2019
Q3 		$26.2M Sell
120,302
-108,769
-47% -$25.2M 0.36% 93
2019
Q2 		$54.6M Sell
229,071
-185,993
-45% -$41.7M 0.64% 46
2019
Q1 		$82.6M Buy
415,064
+147,023
+55% +$25.6M 0.96% 29
2018
Q4 		$39.5M Buy
268,041
+76,746
+40% +$11.7M 0.52% 64
2018
Q3 		$33.9M Sell
191,295
-16,170
-8% -$2.81M 0.38% 70
2018
Q2 		$34.3M Sell
207,465
-42,411
-17% -$6.69M 0.47% 57
2018
Q1 		$37.3M Sell
249,876
-13,503
-5% -$1.94M 0.58% 52
2017
Q4 		$33.3M Sell
263,379
-135,141
-34% -$16.9M 0.55% 51
2017
Q3 		$46.6M Buy
398,520
+226,123
+131% +$25.1M 0.96% 29
2017
Q2 		$17.8M Buy
172,397
+62,231
+56% +$6.26M 0.43% 58
2017
Q1 		$10.7M Buy
110,166
+12,473
+13% +$1.13M 0.29% 84
2016
Q4 		$7.7M Buy
+97,693
New +$7.87M 0.21% 114
2016
Q3 		– Sell
-67,377
Closed -$5.2M – 239
2016
Q2 		$5.2M Buy
67,377
+58,678
+675% +$4.44M 0.14% 148
2016
Q1 		$644K Sell
8,699
-60
-0.7% -$4.15K 0.02% 215
2015
Q4 		$632K Buy
8,759
+185
+2% +$12.4K 0.02% 198
2015
Q3 		$510K Sell
8,574
-1,840
-18% -$116K 0.02% 212
2015
Q2 		$641K Buy
10,414
+2,261
+28% +$140K 0.02% 201
2015
Q1 		$500K Sell
8,153
-5,584
-41% -$312K 0.02% 218
2014
Q4 		$652K Buy
+13,737
New +$643K 0.03% 205

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artemis Investment Management's MSCI Position: Q2 2021 in Review

Artemis Investment Management sold out of MSCI (MSCI) in Q2 2021, closing a stake of 38,261 shares — an estimated $16M sold.

Artemis Investment Management first reported a position in MSCI in Q4 2014 and held it in 25 quarters. The position peaked at $82.6M in Q1 2019. 756 funds tracked by Wall St. Rank hold MSCI as of Q2 2021.

  • Artemis Investment Management reported no remaining MSCI position as of Q2 2021 after selling out during the quarter.
  • Artemis Investment Management sold 38,261 MSCI shares in Q2 2021, an estimated $16M.
  • Artemis Investment Management first reported a position in MSCI in Q4 2014 and held it in 25 quarters.
  • Artemis Investment Management's MSCI position peaked at $82.6M in Q1 2019.
  • 756 funds tracked by Wall St. Rank held MSCI as of Q2 2021.

Based on Artemis Investment Management's 13F filing for Q2 2021, filed 4 Aug 2021.