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Lake Street Advisors Group’s MSCI MSCI Stock Holding History

Lake Street Advisors Group’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
Q4 		$328K Sell
546
-1
-0.2% -$600 0.02% 419
2024
Q3 		$319K Buy
547
+94
+21% +$51K 0.01% 429
2024
Q2 		$218K Buy
453
+15
+3% +$7.44K 0.01% 522
2024
Q1 		$245K Buy
438
+22
+5% +$12.4K 0.01% 505
2023
Q4 		$235K Buy
+416
New +$215K 0.01% 507

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lake Street Advisors Group's MSCI Position: Q4 2024 in Review

Lake Street Advisors Group reduced its MSCI (MSCI) stake by 0.18% in Q4 2024, selling an estimated $600 and leaving 546 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #419.

Lake Street Advisors Group first reported a position in MSCI in Q4 2023 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Lake Street Advisors Group held 546 shares of MSCI worth $328K as of Q4 2024.
  • Lake Street Advisors Group sold 1 MSCI share in Q4 2024, an estimated $600.
  • MSCI made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #419 holding.
  • Lake Street Advisors Group first reported a position in MSCI in Q4 2023 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.