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Geller Advisors’s MSCI MSCI Stock Holding History

Geller Advisors’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 		$468K Sell
780
-10
-1% -$6K 0.03% 142
2024
Q3 		$461K Sell
790
-26
-3% -$14.1K 0.03% 147
2024
Q2 		$393K Buy
816
+19
+2% +$9.43K 0.03% 171
2024
Q1 		$447K Buy
797
+5
+0.6% +$2.81K 0.04% 163
2023
Q4 		$448K Buy
792
+2
+0.3% +$1.03K 0.04% 146
2023
Q3 		$405K Buy
+790
New +$415K 0.05% 148
2023
Q2 		– Sell
-482
Closed -$270K – 252
2023
Q1 		$270K Buy
+482
New +$255K 0.04% 138
2022
Q1 		– Sell
-350
Closed -$214K – 182
2021
Q4 		$214K Sell
350
-1
-0.3% -$627 0.04% 167
2021
Q3 		$214K Buy
+351
New +$214K 0.05% 145

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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geller Advisors's MSCI Position: Q4 2024 in Review

Geller Advisors reduced its MSCI (MSCI) stake by 1.3% in Q4 2024, selling an estimated $6K and leaving 780 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #142.

Geller Advisors first reported a position in MSCI in Q3 2021 and has held it in 9 quarters since. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Geller Advisors held 780 shares of MSCI worth $468K as of Q4 2024.
  • Geller Advisors sold 10 MSCI shares in Q4 2024, an estimated $6K.
  • MSCI made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #142 holding.
  • Geller Advisors first reported a position in MSCI in Q3 2021 and has held it in 9 quarters since.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.