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Fund Management at Engine No 1’s MSCI MSCI Stock Holding History

Fund Management at Engine No 1’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
-1,130
Closed -$580K – 275
2023
Q3 		$580K Buy
1,130
+87
+8% +$45.7K 0.09% 200
2023
Q2 		$489K Buy
1,043
+73
+8% +$35.6K 0.09% 225
2023
Q1 		$543K Buy
970
+90
+10% +$47.6K 0.11% 183
2022
Q4 		$409K Buy
880
+107
+14% +$49.8K 0.1% 209
2022
Q3 		$326K Sell
773
-46
-6% -$21.1K 0.1% 210
2022
Q2 		$338K Buy
819
+131
+19% +$57K 0.09% 223
2022
Q1 		$346K Buy
+688
New +$357K 0.09% 223

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fund Management at Engine No 1's MSCI Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of MSCI (MSCI) in Q4 2023, closing a stake of 1,130 shares — an estimated $580K sold.

Fund Management at Engine No 1 first reported a position in MSCI in Q1 2022 and held it in 7 quarters. The position peaked at $580K in Q3 2023. 876 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 1,130 MSCI shares in Q4 2023, an estimated $580K.
  • Fund Management at Engine No 1 first reported a position in MSCI in Q1 2022 and held it in 7 quarters.
  • Fund Management at Engine No 1's MSCI position peaked at $580K in Q3 2023.
  • 876 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.