BCM
MSCI icon

Barometer Capital Management’s MSCI MSCI Stock Holding History

Barometer Capital 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
Q4 		– Sell
-8,038
Closed -$4.88M – 143
2021
Q3 		$4.88M Buy
+8,038
New +$4.91M 0.94% 35
2018
Q4 		– Sell
-146,419
Closed -$26M – 156
2018
Q3 		$26M Sell
146,419
-22,270
-13% -$3.87M 2.02% 6
2018
Q2 		$27.9M Buy
168,689
+1,800
+1% +$284K 2.33% 5
2018
Q1 		$24.9M Buy
+166,889
New +$23.9M 2.11% 13

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Barometer Capital Management's MSCI Position: Q4 2021 in Review

Barometer Capital Management sold out of MSCI (MSCI) in Q4 2021, closing a stake of 8,038 shares — an estimated $4.88M sold.

Barometer Capital Management first reported a position in MSCI in Q1 2018 and held it in 4 quarters. The position peaked at $27.9M in Q2 2018. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

  • Barometer Capital Management reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
  • Barometer Capital Management sold 8,038 MSCI shares in Q4 2021, an estimated $4.88M.
  • Barometer Capital Management first reported a position in MSCI in Q1 2018 and held it in 4 quarters.
  • Barometer Capital Management's MSCI position peaked at $27.9M in Q2 2018.
  • 849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Barometer Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.