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Bartlett & Co’s MSCI MSCI Stock Holding History

Bartlett & Co’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
2022
Q4 		– Sell
-4
Closed -$2K – 1146
2022
Q3 		$2K Sell
4
-6
-60% -$2.75K ﹤0.01% 1055
2022
Q2 		$4K Buy
+10
New +$4.35K ﹤0.01% 1063
2021
Q3 		– Sell
-1
Closed -$1K – 1015
2021
Q2 		$1K Hold
1
– – ﹤0.01% 941
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1127
2020
Q4 		$0 Buy
+1
New +$392 ﹤0.01% 1176

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bartlett & Co's MSCI Position: Q4 2022 in Review

Bartlett & Co sold out of MSCI (MSCI) in Q4 2022, closing a stake of 4 shares — an estimated $2K sold.

Bartlett & Co first reported a position in MSCI in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

  • Bartlett & Co reported no remaining MSCI position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co sold 4 MSCI shares in Q4 2022, an estimated $2K.
  • Bartlett & Co first reported a position in MSCI in Q4 2020 and held it in 5 quarters.
  • Bartlett & Co's MSCI position peaked at $4K in Q2 2022.
  • 801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.