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Contravisory Investment Management’s MSCI MSCI Stock Holding History

Contravisory Investment Management’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
Q2 		– Sell
-2,231
Closed -$1.12M – 360
2022
Q1 		$1.12M Sell
2,231
-193
-8% -$100K 0.32% 43
2021
Q4 		$1.49M Buy
2,424
+142
+6% +$89.1K 0.4% 41
2021
Q3 		$1.39M Sell
2,282
-31
-1% -$18.9K 0.42% 41
2021
Q2 		$1.23M Sell
2,313
-67
-3% -$31.9K 0.36% 42
2021
Q1 		$998K Sell
2,380
-45
-2% -$18.9K 0.31% 44
2020
Q4 		$1.08M Sell
2,425
-307
-11% -$120K 0.34% 44
2020
Q3 		$975K Sell
2,732
-625
-19% -$227K 0.33% 45
2020
Q2 		$1.08M Sell
3,357
-121
-3% -$39.1K 0.4% 45
2020
Q1 		$1M Sell
3,478
-5
-0.1% -$1.42K 0.45% 45
2019
Q4 		$899K Buy
3,483
+2
+0.1% +$488 0.33% 46
2019
Q3 		$758K Sell
3,481
-19
-0.5% -$4.4K 0.29% 46
2019
Q2 		$836K Buy
3,500
+2
+0.1% +$448 0.32% 45
2019
Q1 		$696K Buy
3,498
+1,745
+100% +$304K 0.27% 48
2018
Q4 		$258K Sell
1,753
-37
-2% -$5.63K 0.11% 122
2018
Q3 		$318K Sell
1,790
-40
-2% -$6.95K 0.11% 107
2018
Q2 		$303K Sell
1,830
-344
-16% -$54.3K 0.11% 124
2018
Q1 		$325K Sell
2,174
-129
-6% -$18.5K 0.12% 109
2017
Q4 		$291K Sell
2,303
-297
-11% -$37.1K 0.11% 113
2017
Q3 		$304K Sell
2,600
-65
-2% -$7.21K 0.11% 78
2017
Q2 		$274K Hold
2,665
– – 0.1% 86
2017
Q1 		$259K Hold
2,665
– – 0.09% 78
2016
Q4 		$210K Sell
2,665
-30
-1% -$2.42K 0.07% 64
2016
Q3 		$226K Hold
2,695
– – 0.07% 54
2016
Q2 		$208K Hold
2,695
– – 0.06% 55
2016
Q1 		$200K Sell
2,695
-686
-20% -$47.4K 0.06% 61
2015
Q4 		$244K Buy
+3,381
New +$226K 0.07% 60

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contravisory Investment Management's MSCI Position: Q2 2022 in Review

Contravisory Investment Management sold out of MSCI (MSCI) in Q2 2022, closing a stake of 2,231 shares — an estimated $1.12M sold.

Contravisory Investment Management first reported a position in MSCI in Q4 2015 and held it in 26 quarters. The position peaked at $1.49M in Q4 2021. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Contravisory Investment Management reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • Contravisory Investment Management sold 2,231 MSCI shares in Q2 2022, an estimated $1.12M.
  • Contravisory Investment Management first reported a position in MSCI in Q4 2015 and held it in 26 quarters.
  • Contravisory Investment Management's MSCI position peaked at $1.49M in Q4 2021.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Contravisory Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.