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Lee Financial’s MSCI MSCI Stock Holding History

Lee Financial’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
Q1 		– Sell
-5
Closed -$2.83K – 575
2023
Q4 		$2.83K Sell
5
-6
-55% -$3.1K ﹤0.01% 673
2023
Q3 		$5.64K Hold
11
– – ﹤0.01% 500
2023
Q2 		$5.16K Hold
11
– – ﹤0.01% 503
2023
Q1 		$6.16K Buy
11
+5
+83% +$2.65K ﹤0.01% 498
2022
Q4 		$2.79K Buy
6
+5
+500% +$2.33K ﹤0.01% 632
2022
Q3 		$0 Hold
1
– – ﹤0.01% 939
2022
Q2 		$0 Buy
+1
New +$435 ﹤0.01% 934
2022
Q1 		– Sell
-21
Closed -$13K – 881
2021
Q4 		$13K Buy
+21
New +$13.2K ﹤0.01% 444

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 $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Lee Financial's MSCI Position: Q1 2024 in Review

Lee Financial sold out of MSCI (MSCI) in Q1 2024, closing a stake of 5 shares — an estimated $2.83K sold.

Lee Financial first reported a position in MSCI in Q4 2021 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 923 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Lee Financial reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 5 MSCI shares in Q1 2024, an estimated $2.83K.
  • Lee Financial first reported a position in MSCI in Q4 2021 and held it in 8 quarters.
  • Lee Financial's MSCI position peaked at $13K in Q4 2021.
  • 923 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.