DI
MSCI icon

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 – 1009
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 – 430
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return