Kelly Financial Services’s MSCI MSCI Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-133	Closed	-$64K	–	515
2024 Q2	$64K	Buy	133 +24	+22%	+$11.9K	0.02%	201
2024 Q1	$60.8K	Hold	109	–	–	0.02%	194
2023 Q4	$61.8K	Buy	109 +6	+6%	+$3.1K	0.03%	180
2023 Q3	$52.8K	Buy	103 +4	+4%	+$2.1K	0.02%	177
2023 Q2	$46.4K	Buy	99 +34	+52%	+$16.6K	0.02%	197
2023 Q1	$36.2K	Sell	65 -5	-7%	-$2.65K	0.02%	215
2022 Q4	$32.4K	Buy	70 +18	+35%	+$8.38K	0.02%	215
2022 Q3	$22.1K	Sell	52 -1	-2%	-$458	0.01%	247
2022 Q2	$22K	Sell	53 -7	-12%	-$3.05K	0.01%	248
2022 Q1	$30.3K	Sell	60 -6	-9%	-$3.11K	0.01%	233
2021 Q4	$40.5K	Buy	66 +28	+74%	+$17.6K	0.02%	205
2021 Q3	$23.2K	Sell	38 -15,963	-100%	-$9.75M	0.01%	240
2021 Q2	$30K	Buy	16,001 +15,996	+319,920%	+$7.62M	﹤0.01%	515
2021 Q1	$2.1K	Hold	5	–	–	﹤0.01%	497
2020 Q4	$2.23K	Buy	+5	New	+$1.96K	﹤0.01%	449

Other funds holding MSCI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return