GFS
MSCI icon

GYL Financial Synergies’s MSCI MSCI Stock Holding History

GYL Financial Synergies’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
-3,132
Closed -$1.76M – 378
2024
Q1 		$1.76M Buy
3,132
+37
+1% +$20.8K 0.14% 135
2023
Q4 		$1.75M Buy
3,095
+58
+2% +$29.9K 0.14% 133
2023
Q3 		$1.56M Sell
3,037
-21
-0.7% -$11K 0.15% 130
2023
Q2 		$1.44M Buy
+3,058
New +$1.49M 0.13% 140

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 $3.38T AUM 44.17% 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

GYL Financial Synergies's MSCI Position: Q2 2024 in Review

GYL Financial Synergies sold out of MSCI (MSCI) in Q2 2024, closing a stake of 3,132 shares — an estimated $1.76M sold.

GYL Financial Synergies first reported a position in MSCI in Q2 2023 and held it in 4 quarters. The position peaked at $1.76M in Q1 2024. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • GYL Financial Synergies reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 3,132 MSCI shares in Q2 2024, an estimated $1.76M.
  • GYL Financial Synergies first reported a position in MSCI in Q2 2023 and held it in 4 quarters.
  • GYL Financial Synergies's MSCI position peaked at $1.76M in Q1 2024.
  • 937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on GYL Financial Synergies's 13F filing for Q2 2024, filed 23 Jul 2024.