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Bleakley Financial Group’s MSCI MSCI Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-2,044
Closed -$1.23M – 805
2024
Q4 		$1.23M Buy
2,044
+19
+0.9% +$11.4K 0.04% 366
2024
Q3 		$1.18M Sell
2,025
-130
-6% -$70.5K 0.04% 370
2024
Q2 		$1.04M Sell
2,155
-272
-11% -$135K 0.03% 406
2024
Q1 		$1.36M Buy
2,427
+87
+4% +$48.9K 0.04% 369
2023
Q4 		$1.32M Buy
2,340
+148
+7% +$76.4K 0.04% 347
2023
Q3 		$1.12M Sell
2,192
-113
-5% -$59.4K 0.04% 359
2023
Q2 		$1.08M Sell
2,305
-1,029
-31% -$502K 0.03% 387
2023
Q1 		$1.87M Buy
3,334
+223
+7% +$118K 0.06% 266
2022
Q4 		$1.45M Buy
+3,111
New +$1.45M 0.05% 318

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 $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bleakley Financial Group's MSCI Position: Q1 2025 in Review

Bleakley Financial Group sold out of MSCI (MSCI) in Q1 2025, closing a stake of 2,044 shares — an estimated $1.23M sold.

Bleakley Financial Group first reported a position in MSCI in Q4 2022 and held it in 9 quarters. The position peaked at $1.87M in Q1 2023. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Bleakley Financial Group reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,044 MSCI shares in Q1 2025, an estimated $1.23M.
  • Bleakley Financial Group first reported a position in MSCI in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's MSCI position peaked at $1.87M in Q1 2023.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.