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Gardner Lewis Asset Management’s MSCI MSCI Stock Holding History

Gardner Lewis Asset Management’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
-2,150
Closed -$1.2M – 71
2024
Q1 		$1.2M Buy
+2,150
New +$1.21M 0.36% 55
2022
Q2 		– Sell
-5,975
Closed -$3M – 82
2022
Q1 		$3M Buy
5,975
+425
+8% +$220K 0.56% 51
2021
Q4 		$3.4M Hold
5,550
– – 0.66% 45
2021
Q3 		$3.38M Hold
5,550
– – 0.52% 62
2021
Q2 		$2.96M Hold
5,550
– – 0.49% 57
2021
Q1 		$2.33M Hold
5,550
– – 0.42% 64
2020
Q4 		$2.48M Hold
5,550
– – 0.58% 48
2020
Q3 		$1.98M Sell
5,550
-510
-8% -$185K 0.36% 51
2020
Q2 		$2.02M Hold
6,060
– – 0.37% 51
2020
Q1 		$1.75M Buy
+6,060
New +$1.72M 0.29% 59

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return