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HM Payson & Co’s MSCI MSCI Stock Holding History

HM Payson & Co’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
2026
Q1 		$17.6M Buy
32,576
+13,295
+69% +$7.5M 0.25% 75
2025
Q4 		$11.1M Buy
+19,281
New +$10.8M 0.16% 83
2024
Q4 		– Sell
-1
Closed -$583 – 1113
2024
Q3 		$583 Buy
+1
New +$542 ﹤0.01% 1060
2023
Q4 		– Sell
-6
Closed -$3.08K – 1017
2023
Q3 		$3.08K Buy
+6
New +$3.15K ﹤0.01% 907
2022
Q2 		– Sell
-3
Closed -$2K – 1107
2022
Q1 		$2K Buy
+3
New +$1.56K ﹤0.01% 980
2021
Q4 		– Sell
-102
Closed -$62K – 1136
2021
Q3 		$62K Buy
+102
New +$62.3K ﹤0.01% 561
2021
Q1 		– Sell
-34
Closed -$15K – 1162
2020
Q4 		$15K Buy
+34
New +$13.3K ﹤0.01% 825

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return