Cathie Wood’s MSCI MSCI Stock Holding History

Cathie Wood’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
2019 Q4	–	Sell	-145	Closed	-$32K	–	223
2019 Q3	$32K	Sell	145 -452	-76%	-$105K	﹤0.01%	217
2019 Q2	$143K	Sell	597 -186	-24%	-$41.7K	﹤0.01%	179
2019 Q1	$156K	Hold	783	–	–	﹤0.01%	167
2018 Q4	$115K	Hold	783	–	–	﹤0.01%	164
2018 Q3	$139K	Hold	783	–	–	﹤0.01%	171
2018 Q2	$130K	Sell	783 -115	-13%	-$18.1K	﹤0.01%	173
2018 Q1	$134K	Buy	898 +421	+88%	+$60.3K	0.01%	171
2017 Q4	$60K	Buy	+477	New	+$59.5K	﹤0.01%	189

Other funds holding MSCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cathie Wood's MSCI Position: Q4 2019 in Review

Cathie Wood sold out of MSCI (MSCI) in Q4 2019, closing a stake of 145 shares — an estimated $32K sold.

Cathie Wood first reported a position in MSCI in Q4 2017 and held it in 8 quarters. The position peaked at $156K in Q1 2019. 607 funds tracked by Wall St. Rank hold MSCI as of Q4 2019.

Cathie Wood reported no remaining MSCI position as of Q4 2019 after selling out during the quarter.
Cathie Wood sold 145 MSCI shares in Q4 2019, an estimated $32K.
Cathie Wood first reported a position in MSCI in Q4 2017 and held it in 8 quarters.
Cathie Wood's MSCI position peaked at $156K in Q1 2019.
607 funds tracked by Wall St. Rank held MSCI as of Q4 2019.

Based on ARK Investment Management's 13F filing for Q4 2019, filed 31 Jan 2020.