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Hotaling Investment Management’s MSCI MSCI Stock Holding History

Hotaling Investment 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
2022
Q4 		$891K Buy
+1,915
New +$891K 0.4% 71

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hotaling Investment Management's MSCI Position: Q4 2022 in Review

Hotaling Investment Management opened a new position in MSCI (MSCI) in Q4 2022: 1,915 shares worth $891K. The stake represents 0.4% of the portfolio and ranks #71 among its holdings.

801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

  • Hotaling Investment Management held 1,915 shares of MSCI worth $891K as of Q4 2022.
  • MSCI was a new Hotaling Investment Management position in Q4 2022.
  • MSCI made up 0.4% of Hotaling Investment Management's portfolio in Q4 2022, its #71 holding.
  • 801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.