Institutional & Family Asset Management’s Mine Safety MSA Stock Holding History

Institutional & Family Asset Management’s Portfolio MSA Stock Details MSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.69K	Hold	9	–	–	﹤0.01%	593
2024 Q1	$1.74K	Buy	9 +1	+13%	+$176	﹤0.01%	591
2023 Q4	$1.35K	Hold	8	–	–	﹤0.01%	588
2023 Q3	$1.26K	Hold	8	–	–	﹤0.01%	591
2023 Q2	$1.39K	Hold	8	–	–	﹤0.01%	596
2023 Q1	$1.07K	Hold	8	–	–	﹤0.01%	624
2022 Q4	$1.15K	Hold	8	–	–	﹤0.01%	597
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	654
2022 Q2	$1K	Buy	8 +3	+60%	+$373	﹤0.01%	671
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	706
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	734
2021 Q3	$1K	Sell	5 -3	-38%	-$476	﹤0.01%	851
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	900
2021 Q1	$1K	Sell	8 -5	-38%	-$806	﹤0.01%	878
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	777
2020 Q3	$2K	Buy	+13	New	+$1.59K	﹤0.01%	712

Other funds holding MSA

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's MSA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Mine Safety (MSA) position steady in Q2 2024 at 9 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Institutional & Family Asset Management first reported a position in MSA in Q3 2020 and has held it in 16 quarters since. The position peaked at $2K in Q4 2020. 366 funds tracked by Wall St. Rank hold MSA as of Q2 2024.

Institutional & Family Asset Management held 9 shares of Mine Safety worth $1.69K as of Q2 2024.
Institutional & Family Asset Management left its Mine Safety share count unchanged in Q2 2024.
Mine Safety made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #593 holding.
Institutional & Family Asset Management first reported a position in Mine Safety in Q3 2020 and has held it in 16 quarters since.
Institutional & Family Asset Management's Mine Safety position peaked at $2K in Q4 2020.
366 funds tracked by Wall St. Rank held Mine Safety as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.