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Kiwi Wealth Investments Limited Partnership’s MSCI MSCI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-30,731
Closed -$15.8M – 31
2023
Q3 		$15.8M Buy
30,731
+14,936
+95% +$7.85M 1.72% 20
2023
Q2 		$7.41M Hold
15,795
– – 0.46% 61
2023
Q1 		$8.84M Sell
15,795
-2,807
-15% -$1.48M 0.57% 48
2022
Q4 		$8.65M Buy
18,602
+8,175
+78% +$3.8M 0.58% 50
2022
Q3 		$4.3M Hold
10,427
– – 0.3% 86
2022
Q2 		$4.3M Sell
10,427
-10,823
-51% -$4.71M 0.3% 86
2022
Q1 		$10.7M Buy
21,250
+16,510
+348% +$8.56M 0.58% 44
2021
Q4 		$2.9M Sell
4,740
-4,021
-46% -$2.52M 0.14% 152
2021
Q3 		$5.33M Buy
+8,761
New +$5.35M 0.27% 106
2020
Q4 		– Sell
-6,139
Closed -$2.19M – 277
2020
Q3 		$2.19M Sell
6,139
-2,737
-31% -$994K 0.15% 163
2020
Q2 		$2.96M Sell
8,876
-191
-2% -$61.8K 0.24% 111
2020
Q1 		$2.62M Sell
9,067
-1,712
-16% -$485K 0.26% 103
2019
Q4 		$2.78M Buy
+10,779
New +$2.63M 0.2% 123

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MSCI Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of MSCI (MSCI) in Q4 2023, closing a stake of 30,731 shares — an estimated $15.8M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MSCI in Q4 2019 and held it in 13 quarters. The position peaked at $15.8M in Q3 2023. 877 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 30,731 MSCI shares in Q4 2023, an estimated $15.8M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in MSCI in Q4 2019 and held it in 13 quarters.
  • Kiwi Wealth Investments Limited Partnership's MSCI position peaked at $15.8M in Q3 2023.
  • 877 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.