Desjardins Global Asset Management’s MSCI MSCI Stock Holding History

Desjardins Global Asset 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
2023 Q4	$148K	Sell	261 -31	-11%	-$16K	0.02%	402
2023 Q3	$150K	Sell	292 -284	-49%	-$149K	0.02%	418
2023 Q2	$270K	Sell	576 -115	-17%	-$56.1K	0.03%	392
2023 Q1	$386K	Buy	691 +453	+190%	+$240K	0.05%	301
2022 Q4	$110K	Buy	238 +7	+3%	+$3.26K	0.02%	393
2022 Q3	$97K	Hold	231	–	–	0.01%	390
2022 Q2	$95K	Sell	231 -15	-6%	-$6.53K	0.01%	383
2022 Q1	$123K	Sell	246 -14	-5%	-$7.26K	0.01%	378
2021 Q4	$159K	Buy	+260	New	+$163K	0.01%	380

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Desjardins Global Asset Management's MSCI Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its MSCI (MSCI) stake by 11% in Q4 2023, selling an estimated $16K and leaving 261 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #402.

Desjardins Global Asset Management first reported a position in MSCI in Q4 2021 and has held it in 9 quarters since. The position peaked at $386K in Q1 2023. 876 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

Desjardins Global Asset Management held 261 shares of MSCI worth $148K as of Q4 2023.
Desjardins Global Asset Management sold 31 MSCI shares in Q4 2023, an estimated $16K.
MSCI made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #402 holding.
Desjardins Global Asset Management first reported a position in MSCI in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's MSCI position peaked at $386K in Q1 2023.
876 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.