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HUB Investment Partners’s MSCI MSCI Stock Holding History

HUB Investment Partners’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 		$11.4M Sell
21,212
-2,696
-11% -$1.52M 0.28% 70
2025
Q4 		$13.7M Sell
23,908
-275
-1% -$154K 0.37% 55
2025
Q3 		$13.7M Sell
24,183
-1,724
-7% -$975K 0.5% 47
2025
Q2 		$14.9M Buy
25,907
+88
+0.3% +$48.7K 0.52% 47
2025
Q1 		$14.6M Sell
25,819
-385
-1% -$224K 0.59% 44
2024
Q4 		$15.7M Sell
26,204
-95
-0.4% -$57K 0.66% 37
2024
Q3 		$15.3M Sell
26,299
-616
-2% -$334K 0.67% 39
2024
Q2 		$13M Sell
26,915
-2,034
-7% -$1.01M 0.63% 45
2024
Q1 		$16.2M Sell
28,949
-54
-0.2% -$30.4K 0.9% 25
2023
Q4 		$16.4M Buy
+29,003
New +$15M 1.14% 18

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