CI
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Cavalier Investments’s MSCI MSCI Stock Holding History

Cavalier Investments’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
2023
Q1 		– Sell
-1,455
Closed -$677K – 85
2022
Q4 		$677K Sell
1,455
-84
-5% -$39.1K 0.24% 67
2022
Q3 		$649K Sell
1,539
-504
-25% -$231K 0.23% 65
2022
Q2 		$842K Sell
2,043
-198
-9% -$86.2K 0.29% 71
2022
Q1 		$1.13M Sell
2,241
-252
-10% -$131K 0.29% 81
2021
Q4 		$1.53M Buy
2,493
+18
+0.7% +$11.3K 0.4% 82
2021
Q3 		$1.51M Sell
2,475
-784
-24% -$479K 0.48% 77
2021
Q2 		$1.74M Hold
3,259
– – 0.63% 57
2021
Q1 		$1.37M Hold
3,259
– – 0.59% 72
2020
Q4 		$1.46M Buy
3,259
+815
+33% +$320K 0.67% 54
2020
Q3 		$872K Sell
2,444
-1,423
-37% -$517K 0.59% 45
2020
Q2 		$1.29M Buy
+3,867
New +$1.25M 0.75% 33
2017
Q2 		– Sell
-2,629
Closed -$256K – 149
2017
Q1 		$256K Sell
2,629
-213
-7% -$19.3K 0.14% 127
2016
Q4 		$224K Buy
2,842
+88
+3% +$7.09K 0.14% 109
2016
Q3 		$231K Buy
+2,754
New +$234K 0.14% 110

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cavalier Investments's MSCI Position: Q1 2023 in Review

Cavalier Investments sold out of MSCI (MSCI) in Q1 2023, closing a stake of 1,455 shares — an estimated $677K sold.

Cavalier Investments first reported a position in MSCI in Q3 2016 and held it in 14 quarters. The position peaked at $1.74M in Q2 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

  • Cavalier Investments reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 1,455 MSCI shares in Q1 2023, an estimated $677K.
  • Cavalier Investments first reported a position in MSCI in Q3 2016 and held it in 14 quarters.
  • Cavalier Investments's MSCI position peaked at $1.74M in Q2 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.