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Jackson Creek Investment Advisors’s MSCI MSCI Stock Holding History

Jackson Creek Investment Advisors’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
Q2 		– Sell
-1,024
Closed -$515K – 349
2022
Q1 		$515K Sell
1,024
-39
-4% -$20.2K 0.19% 242
2021
Q4 		$651K Sell
1,063
-6
-0.6% -$3.76K 0.23% 211
2021
Q3 		$650K Sell
1,069
-562
-34% -$343K 0.24% 204
2021
Q2 		$869K Sell
1,631
-4
-0.2% -$1.91K 0.32% 173
2021
Q1 		$686K Buy
+1,635
New +$687K 0.24% 207

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Creek Investment Advisors's MSCI Position: Q2 2022 in Review

Jackson Creek Investment Advisors sold out of MSCI (MSCI) in Q2 2022, closing a stake of 1,024 shares — an estimated $515K sold.

Jackson Creek Investment Advisors first reported a position in MSCI in Q1 2021 and held it in 5 quarters. The position peaked at $869K in Q2 2021. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Jackson Creek Investment Advisors reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 1,024 MSCI shares in Q2 2022, an estimated $515K.
  • Jackson Creek Investment Advisors first reported a position in MSCI in Q1 2021 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's MSCI position peaked at $869K in Q2 2021.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.