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Colonial Trust’s MSCI MSCI Stock Holding History

Colonial Trust’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
2026
Q1 		$1.08K Sell
2
-13
-87% -$7.33K ﹤0.01% 1062
2025
Q4 		$8.87K Hold
15
– – ﹤0.01% 775
2025
Q3 		$8.78K Sell
15
-1
-6% -$565 ﹤0.01% 766
2025
Q2 		$9.5K Sell
16
-17
-52% -$9.41K ﹤0.01% 759
2025
Q1 		$18.4K Sell
33
-36
-52% -$20.9K ﹤0.01% 698
2024
Q4 		$41.6K Buy
69
+38
+123% +$22.8K 0.01% 617
2024
Q3 		$18K Buy
31
+11
+55% +$5.96K ﹤0.01% 735
2024
Q2 		$9.72K Buy
20
+19
+1,900% +$9.43K ﹤0.01% 775
2024
Q1 		$395 Hold
1
– – ﹤0.01% 976
2023
Q4 		$405 Buy
+1
New +$516 ﹤0.01% 949

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return