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Duality Advisers’s MSCI MSCI Stock Holding History

Duality Advisers’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
2024
Q2 		– Sell
-7,357
Closed -$4.12M – 344
2024
Q1 		$4.12M Buy
7,357
+675
+10% +$379K 0.41% 59
2023
Q4 		$3.78M Buy
6,682
+5,202
+351% +$2.69M 0.4% 64
2023
Q3 		$759K Sell
1,480
-1,758
-54% -$924K 0.09% 349
2023
Q2 		$1.52M Sell
3,238
-798
-20% -$389K 0.19% 209
2023
Q1 		$2.26M Buy
4,036
+2,164
+116% +$1.14M 0.26% 147
2022
Q4 		$871K Buy
+1,872
New +$871K 0.1% 337
2022
Q3 		– Sell
-3,153
Closed -$1.3M – 670
2022
Q2 		$1.3M Sell
3,153
-1,468
-32% -$639K 0.13% 302
2022
Q1 		$2.32M Buy
+4,621
New +$2.4M 0.25% 133

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Duality Advisers's MSCI Position: Q2 2024 in Review

Duality Advisers sold out of MSCI (MSCI) in Q2 2024, closing a stake of 7,357 shares — an estimated $4.12M sold.

Duality Advisers first reported a position in MSCI in Q1 2022 and held it in 8 quarters. The position peaked at $4.12M in Q1 2024. 932 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Duality Advisers reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 7,357 MSCI shares in Q2 2024, an estimated $4.12M.
  • Duality Advisers first reported a position in MSCI in Q1 2022 and held it in 8 quarters.
  • Duality Advisers's MSCI position peaked at $4.12M in Q1 2024.
  • 932 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.