EARNEST Partners’s MSCI MSCI Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-37	Closed	-$19K	–	793
2023 Q3	$19K	Hold	37	–	–	﹤0.01%	507
2023 Q2	$17.4K	Hold	37	–	–	﹤0.01%	516
2023 Q1	$20.7K	Hold	37	–	–	﹤0.01%	474
2022 Q4	$17.2K	Hold	37	–	–	﹤0.01%	509
2022 Q3	$16K	Hold	37	–	–	﹤0.01%	497
2022 Q2	$15K	Hold	37	–	–	﹤0.01%	516
2022 Q1	$19K	Hold	37	–	–	﹤0.01%	499
2021 Q4	$23K	Hold	37	–	–	﹤0.01%	462
2021 Q3	$23K	Hold	37	–	–	﹤0.01%	449
2021 Q2	$20K	Hold	37	–	–	﹤0.01%	488
2021 Q1	$16K	Hold	37	–	–	﹤0.01%	516
2020 Q4	$17K	Hold	37	–	–	﹤0.01%	483
2020 Q3	$13K	Hold	37	–	–	﹤0.01%	500
2020 Q2	$12K	Sell	37 -17	-31%	-$5.5K	﹤0.01%	521
2020 Q1	$16K	Hold	54	–	–	﹤0.01%	420
2019 Q4	$14K	Hold	54	–	–	﹤0.01%	510
2019 Q3	$12K	Hold	54	–	–	﹤0.01%	546
2019 Q2	$13K	Hold	54	–	–	﹤0.01%	523
2019 Q1	$11K	Hold	54	–	–	﹤0.01%	554
2018 Q4	$8K	Hold	54	–	–	﹤0.01%	596
2018 Q3	$10K	Hold	54	–	–	﹤0.01%	585
2018 Q2	$9K	Buy	54 +31	+135%	+$4.89K	﹤0.01%	604
2018 Q1	$3K	Hold	23	–	–	﹤0.01%	917
2017 Q4	$3K	Buy	+23	New	+$2.87K	﹤0.01%	913
2017 Q1	–	Sell	-23	Closed	-$2K	–	654
2016 Q4	$2K	Buy	+23	New	+$1.85K	﹤0.01%	936

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

EARNEST Partners's MSCI Position: Q4 2023 in Review

EARNEST Partners sold out of MSCI (MSCI) in Q4 2023, closing a stake of 37 shares — an estimated $19K sold.

EARNEST Partners first reported a position in MSCI in Q4 2016 and held it in 25 quarters. The position peaked at $23K in Q4 2021. 879 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

EARNEST Partners reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 37 MSCI shares in Q4 2023, an estimated $19K.
EARNEST Partners first reported a position in MSCI in Q4 2016 and held it in 25 quarters.
EARNEST Partners's MSCI position peaked at $23K in Q4 2021.
879 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.