Fairman Group’s MSCI MSCI Stock Holding History

Fairman Group’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 Q4	–	Sell	-3	Closed	-$1.75K	–	382
2024 Q3	$1.75K	Hold	3	–	–	﹤0.01%	288
2024 Q2	$1.45K	Hold	3	–	–	﹤0.01%	299
2024 Q1	$1.68K	Hold	3	–	–	﹤0.01%	285
2023 Q4	$1.7K	Buy	+3	New	+$1.55K	﹤0.01%	277

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fairman Group's MSCI Position: Q4 2024 in Review

Fairman Group sold out of MSCI (MSCI) in Q4 2024, closing a stake of 3 shares — an estimated $1.75K sold.

Fairman Group first reported a position in MSCI in Q4 2023 and held it in 4 quarters. The position peaked at $1.75K in Q3 2024. 1,071 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

Fairman Group reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
Fairman Group sold 3 MSCI shares in Q4 2024, an estimated $1.75K.
Fairman Group first reported a position in MSCI in Q4 2023 and held it in 4 quarters.
Fairman Group's MSCI position peaked at $1.75K in Q3 2024.
1,071 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Fairman Group's 13F filing for Q4 2024, filed 29 Jan 2025.