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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 – 510
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 Buy
38
+8
+27% +$4.89K 0.01% 240
2021
Q2 		$16K Buy
30
+25
+500% +$11.9K 0.01% 287
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kelly Financial Services's MSCI Position: Q3 2024 in Review

Kelly Financial Services sold out of MSCI (MSCI) in Q3 2024, closing a stake of 133 shares — an estimated $64K sold.

Kelly Financial Services first reported a position in MSCI in Q4 2020 and held it in 15 quarters. The position peaked at $64K in Q2 2024. 997 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Kelly Financial Services reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 133 MSCI shares in Q3 2024, an estimated $64K.
  • Kelly Financial Services first reported a position in MSCI in Q4 2020 and held it in 15 quarters.
  • Kelly Financial Services's MSCI position peaked at $64K in Q2 2024.
  • 997 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.