KB Financial Partners’s MSCI MSCI Stock Holding History

KB Financial 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
2023 Q3	$124K	Sell	241 -12	-5%	-$6.31K	0.04%	180
2023 Q2	$119K	Buy	253 +19	+8%	+$9.27K	0.03%	191
2023 Q1	$131K	Buy	234 +33	+16%	+$17.5K	0.04%	189
2022 Q4	$93K	Hold	201	–	–	0.03%	218
2022 Q3	$85K	Sell	201 -32	-14%	-$14.6K	0.03%	213
2022 Q2	$96K	Buy	233 +67	+40%	+$29.2K	0.03%	214
2022 Q1	$83K	Buy	166 +59	+55%	+$30.6K	0.02%	235
2021 Q4	$66K	Buy	+107	New	+$67.1K	0.02%	267
2021 Q3	–	Sell	-85	Closed	-$45K	–	422
2021 Q2	$45K	Sell	85 -78	-48%	-$37.2K	0.02%	272
2021 Q1	$68K	Buy	+163	New	+$68.5K	0.03%	241

Other funds holding MSCI

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

KB Financial Partners's MSCI Position: Q3 2023 in Review

KB Financial Partners reduced its MSCI (MSCI) stake by 4.7% in Q3 2023, selling an estimated $6.31K and leaving 241 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #180.

KB Financial Partners first reported a position in MSCI in Q1 2021 and has held it in 10 quarters since. The position peaked at $131K in Q1 2023. 829 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

KB Financial Partners held 241 shares of MSCI worth $124K as of Q3 2023.
KB Financial Partners sold 12 MSCI shares in Q3 2023, an estimated $6.31K.
MSCI made up 0.04% of KB Financial Partners's portfolio in Q3 2023, its #180 holding.
KB Financial Partners first reported a position in MSCI in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's MSCI position peaked at $131K in Q1 2023.
829 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.