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Axiom Investors’s MSCI MSCI Stock Holding History

Axiom Investors’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
2024
Q1 		– Sell
-265
Closed -$150K – 145
2023
Q4 		$150K Sell
265
-167,418
-100% -$86.4M ﹤0.01% 134
2023
Q3 		$86M Sell
167,683
-122,069
-42% -$64.1M 1.24% 24
2023
Q2 		$136M Buy
289,752
+16,087
+6% +$7.85M 2.02% 14
2023
Q1 		$153M Buy
273,665
+26,425
+11% +$14M 2.52% 13
2022
Q4 		$115M Buy
247,240
+30,398
+14% +$14.1M 2.26% 15
2022
Q3 		$91.5M Buy
216,842
+181,040
+506% +$82.9M 1.92% 19
2022
Q2 		$14.8M Buy
35,802
+14,409
+67% +$6.27M 0.44% 51
2022
Q1 		$10.8M Buy
21,393
+3,030
+17% +$1.57M 0.25% 54
2021
Q4 		$11.3M Buy
+18,363
New +$11.5M 0.21% 59

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Axiom Investors's MSCI Position: Q1 2024 in Review

Axiom Investors sold out of MSCI (MSCI) in Q1 2024, closing a stake of 265 shares — an estimated $150K sold.

Axiom Investors first reported a position in MSCI in Q4 2021 and held it in 9 quarters. The position peaked at $153M in Q1 2023. 919 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Axiom Investors reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • Axiom Investors sold 265 MSCI shares in Q1 2024, an estimated $150K.
  • Axiom Investors first reported a position in MSCI in Q4 2021 and held it in 9 quarters.
  • Axiom Investors's MSCI position peaked at $153M in Q1 2023.
  • 919 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Axiom Investors's 13F filing for Q1 2024, filed 13 May 2024.