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Bessemer Securities’s MSCI MSCI Stock Holding History

Bessemer Securities’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
-3,071
Closed -$1.29M – 134
2022
Q3 		$1.29M Sell
3,071
-233
-7% -$107K 0.47% 57
2022
Q2 		$1.36M Hold
3,304
– – 0.48% 60
2022
Q1 		$1.66M Hold
3,304
– – 0.48% 58
2021
Q4 		$2.02M Buy
3,304
+712
+27% +$447K 0.55% 49
2021
Q3 		$1.58M Buy
2,592
+781
+43% +$477K 0.54% 51
2021
Q2 		$965K Hold
1,811
– – 0.38% 73
2021
Q1 		$759K Buy
+1,811
New +$761K 0.32% 78
2020
Q1 		– Sell
-1,750
Closed -$452K – 111
2019
Q4 		$452K Hold
1,750
– – 0.18% 81
2019
Q3 		$381K Buy
+1,750
New +$405K 0.16% 84

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bessemer Securities's MSCI Position: Q4 2022 in Review

Bessemer Securities sold out of MSCI (MSCI) in Q4 2022, closing a stake of 3,071 shares — an estimated $1.29M sold.

Bessemer Securities first reported a position in MSCI in Q3 2019 and held it in 9 quarters. The position peaked at $2.02M in Q4 2021. 801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

  • Bessemer Securities reported no remaining MSCI position as of Q4 2022 after selling out during the quarter.
  • Bessemer Securities sold 3,071 MSCI shares in Q4 2022, an estimated $1.29M.
  • Bessemer Securities first reported a position in MSCI in Q3 2019 and held it in 9 quarters.
  • Bessemer Securities's MSCI position peaked at $2.02M in Q4 2021.
  • 801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

Based on Bessemer Securities's 13F filing for Q4 2022, filed 13 Feb 2023.