Lee, Danner & Bass’s MSCI MSCI Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-22	Closed	-$13.2K	–	537
2024 Q4	$13.2K	Buy	+22	New	+$13.2K	﹤0.01%	506

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

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

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

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

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

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

Lee, Danner & Bass's MSCI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of MSCI (MSCI) in Q1 2025, closing a stake of 22 shares — an estimated $13.2K sold.

Lee, Danner & Bass first reported a position in MSCI in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Lee, Danner & Bass reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 22 MSCI shares in Q1 2025, an estimated $13.2K.
Lee, Danner & Bass first reported a position in MSCI in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's MSCI position peaked at $13.2K in Q4 2024.
1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.