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Cambridge Financial Group’s MSCI MSCI Stock Holding History

Cambridge 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
2024
Q2 		$6.23M Buy
12,933
+670
+5% +$332K 2.8% 26
2024
Q1 		$6.87M Sell
12,263
-195
-2% -$110K 3.04% 22
2023
Q4 		$7.05M Sell
12,458
-527
-4% -$272K 3.52% 9
2023
Q3 		$6.66M Buy
+12,985
New +$6.82M 3.63% 10
2022
Q4 		$6.03M Sell
12,966
-680
-5% -$316K 3.37% 16
2022
Q3 		$5.76M Buy
+13,646
New +$6.25M 3.46% 17
2022
Q1 		$6.81M Sell
13,535
-1,175
-8% -$609K 3.05% 19
2021
Q4 		$9.01M Sell
14,710
-820
-5% -$514K 3.54% 9
2021
Q3 		$9.45M Sell
15,530
-660
-4% -$403K 4.16% 1
2021
Q2 		$8.63M Sell
16,190
-164
-1% -$78.2K 3.69% 6
2021
Q1 		$6.86M Buy
16,354
+30
+0.2% +$12.6K 3.03% 25
2020
Q4 		$7.29M Sell
16,324
-230
-1% -$90.2K 3.47% 10
2020
Q3 		$5.91M Sell
16,554
-8,160
-33% -$2.96M 3.1% 22
2020
Q2 		$8.25M Sell
24,714
-545
-2% -$176K 4.65% 3
2020
Q1 		$7.3M Sell
25,259
-1,040
-4% -$295K 4.92% 1
2019
Q4 		$6.79M Sell
26,299
-315
-1% -$76.8K 3.46% 12
2019
Q3 		$5.8M Sell
26,614
-5,505
-17% -$1.28M 3.15% 18
2019
Q2 		$7.67M Sell
32,119
-2,955
-8% -$663K 4.08% 2
2019
Q1 		$6.97M Buy
35,074
+6,905
+25% +$1.2M 3.78% 4
2018
Q4 		$4.15M Sell
28,169
-10,051
-26% -$1.53M 2.65% 25
2018
Q3 		$6.78M Hold
38,220
– – 3.07% 20
2018
Q2 		$6.32M Buy
+38,220
New +$6.03M 3.11% 19

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cambridge Financial Group's MSCI Position: Q2 2024 in Review

Cambridge Financial Group increased its MSCI (MSCI) stake by 5.5% in Q2 2024, buying an estimated $332K and bringing the position to 12,933 shares worth $6.23M. The position accounts for 2.8% of the portfolio, ranked #26.

Cambridge Financial Group first reported a position in MSCI in Q2 2018 and has held it in 22 quarters since. The position peaked at $9.45M in Q3 2021. 933 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Cambridge Financial Group held 12,933 shares of MSCI worth $6.23M as of Q2 2024.
  • Cambridge Financial Group bought 670 MSCI shares in Q2 2024, an estimated $332K.
  • MSCI made up 2.8% of Cambridge Financial Group's portfolio in Q2 2024, its #26 holding.
  • Cambridge Financial Group first reported a position in MSCI in Q2 2018 and has held it in 22 quarters since.
  • Cambridge Financial Group's MSCI position peaked at $9.45M in Q3 2021.
  • 933 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Cambridge Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.