Corient Capital Partners’s MSCI MSCI Stock Holding History

Corient Capital Partners’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 Q3	$2M	Buy	4,843 +7	+0.1%	+$3.2K	0.15%	123
2022 Q2	$1.99M	Buy	4,836 +365	+8%	+$159K	0.15%	131
2022 Q1	$2.25M	Buy	4,471 +881	+25%	+$457K	0.15%	139
2021 Q4	$2.2M	Buy	3,590 +296	+9%	+$186K	0.15%	141
2021 Q3	$2M	Buy	3,294 +150	+5%	+$91.7K	0.15%	137
2021 Q2	$1.68M	Buy	3,144 +243	+8%	+$116K	0.12%	157
2021 Q1	$1.22M	Sell	2,901 -473	-14%	-$199K	0.1%	176
2020 Q4	$1.51M	Sell	3,374 -399	-11%	-$157K	0.15%	139
2020 Q3	$1.35M	Sell	3,773 -146	-4%	-$53K	0.15%	126
2020 Q2	$1.31M	Buy	3,919 +1,932	+97%	+$625K	0.16%	123
2020 Q1	$574K	Buy	+1,987	New	+$563K	0.09%	195

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

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

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

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

BAMCO Inc New York $66.6B AUM 7.35% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Corient Capital Partners's MSCI Position: Q3 2022 in Review

Corient Capital Partners increased its MSCI (MSCI) stake by 0.14% in Q3 2022, buying an estimated $3.2K and bringing the position to 4,843 shares worth $2M. The position accounts for 0.15% of the portfolio, ranked #123.

Corient Capital Partners first reported a position in MSCI in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2022. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

Corient Capital Partners held 4,843 shares of MSCI worth $2M as of Q3 2022.
Corient Capital Partners bought 7 MSCI shares in Q3 2022, an estimated $3.2K.
MSCI made up 0.15% of Corient Capital Partners's portfolio in Q3 2022, its #123 holding.
Corient Capital Partners first reported a position in MSCI in Q1 2020 and has held it in 11 quarters since.
Corient Capital Partners's MSCI position peaked at $2.25M in Q1 2022.
741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.