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Enlightenment Research’s MSCI MSCI Stock Holding History

Enlightenment Research’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
2021
Q1 		– Sell
-600
Closed -$268K – 176
2020
Q4 		$268K Buy
+600
New +$235K 0.38% 68
2019
Q3 		– Sell
-2,013
Closed -$454K – 211
2019
Q2 		$454K Buy
+2,013
New +$451K 0.23% 126
2019
Q1 		– Sell
-1,000
Closed -$147K – 447
2018
Q4 		$147K Buy
+1,000
New +$152K 0.18% 118

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Enlightenment Research's MSCI Position: Q1 2021 in Review

Enlightenment Research sold out of MSCI (MSCI) in Q1 2021, closing a stake of 600 shares — an estimated $268K sold.

Enlightenment Research first reported a position in MSCI in Q4 2018 and held it in 3 quarters. The position peaked at $454K in Q2 2019. 736 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

  • Enlightenment Research reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
  • Enlightenment Research sold 600 MSCI shares in Q1 2021, an estimated $268K.
  • Enlightenment Research first reported a position in MSCI in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's MSCI position peaked at $454K in Q2 2019.
  • 736 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on Enlightenment Research's 13F filing for Q1 2021, filed 12 May 2021.