Burleson & Co’s MSCI MSCI Stock Holding History

Burleson & 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 Q3	–	Sell	-1	Closed	–	–	459
2022 Q2	$0	Buy	+1	New	+$435	﹤0.01%	486

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Burleson & Co's MSCI Position: Q3 2022 in Review

Burleson & Co sold out of MSCI (MSCI) in Q3 2022, closing a stake of 1 share.

Burleson & Co first reported a position in MSCI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

Burleson & Co reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
Burleson & Co sold 1 MSCI share in Q3 2022.
Burleson & Co first reported a position in MSCI in Q2 2022 and held it in 1 quarter.
Burleson & Co's MSCI position peaked at $0 in Q2 2022.
741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.