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Foundry Partners’s MSCI MSCI Stock Holding History

Foundry 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
2024
Q2 		– Sell
-570
Closed -$319K – 321
2024
Q1 		$319K Hold
570
– – 0.02% 252
2023
Q4 		$322K Hold
570
– – 0.02% 254
2023
Q3 		$292K Sell
570
-236
-29% -$124K 0.02% 261
2023
Q2 		$378K Hold
806
– – 0.02% 270
2023
Q1 		$451K Sell
806
-13
-2% -$6.88K 0.03% 247
2022
Q4 		$381K Hold
819
– – 0.02% 245
2022
Q3 		$345K Buy
819
+211
+35% +$96.6K 0.02% 262
2022
Q2 		$251K Hold
608
– – 0.02% 277
2022
Q1 		$306K Buy
608
+89
+17% +$46.2K 0.02% 300
2021
Q4 		$318K Hold
519
– – 0.01% 311
2021
Q3 		$316K Buy
+519
New +$317K 0.01% 322

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Foundry Partners's MSCI Position: Q2 2024 in Review

Foundry Partners sold out of MSCI (MSCI) in Q2 2024, closing a stake of 570 shares — an estimated $319K sold.

Foundry Partners first reported a position in MSCI in Q3 2021 and held it in 11 quarters. The position peaked at $451K in Q1 2023. 936 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Foundry Partners reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Foundry Partners sold 570 MSCI shares in Q2 2024, an estimated $319K.
  • Foundry Partners first reported a position in MSCI in Q3 2021 and held it in 11 quarters.
  • Foundry Partners's MSCI position peaked at $451K in Q1 2023.
  • 936 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Foundry Partners's 13F filing for Q2 2024, filed 5 Aug 2024.