Disciplined Investments’s MSCI MSCI Stock Holding History

Disciplined 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 Q3	–	Sell	-5	Closed	-$2.35K	–	1008
2023 Q2	$2.35K	Sell	5 -1	-17%	-$488	﹤0.01%	604
2023 Q1	$3.36K	Buy	6 +2	+50%	+$1.06K	﹤0.01%	501
2022 Q4	$1.86K	Sell	4 -1	-20%	-$465	﹤0.01%	654
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	685
2022 Q2	$2K	Buy	5 +1	+25%	+$435	﹤0.01%	697
2022 Q1	$2K	Buy	+4	New	+$2.07K	﹤0.01%	744
2020 Q3	–	Sell	-4	Closed	-$1K	–	429
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	388
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	402
2019 Q4	$1K	Buy	+4	New	+$975	﹤0.01%	412

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Disciplined Investments's MSCI Position: Q3 2023 in Review

Disciplined Investments sold out of MSCI (MSCI) in Q3 2023, closing a stake of 5 shares — an estimated $2.35K sold.

Disciplined Investments first reported a position in MSCI in Q4 2019 and held it in 9 quarters. The position peaked at $3.36K in Q1 2023. 830 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

Disciplined Investments reported no remaining MSCI position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 5 MSCI shares in Q3 2023, an estimated $2.35K.
Disciplined Investments first reported a position in MSCI in Q4 2019 and held it in 9 quarters.
Disciplined Investments's MSCI position peaked at $3.36K in Q1 2023.
830 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.