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Leuthold Group’s MSCI MSCI Stock Holding History

Leuthold 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
2020
Q4 		– Sell
-10,769
Closed -$3.84M – 184
2020
Q3 		$3.84M Sell
10,769
-215
-2% -$78.1K 0.53% 66
2020
Q2 		$3.67M Sell
10,984
-271
-2% -$87.6K 0.55% 71
2020
Q1 		$3.25M Sell
11,255
-726
-6% -$206K 0.59% 68
2019
Q4 		$3.09M Sell
11,981
-464
-4% -$113K 0.4% 93
2019
Q3 		$2.71M Sell
12,445
-663
-5% -$154K 0.36% 100
2019
Q2 		$3.13M Buy
+13,108
New +$2.94M 0.4% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Leuthold Group's MSCI Position: Q4 2020 in Review

Leuthold Group sold out of MSCI (MSCI) in Q4 2020, closing a stake of 10,769 shares — an estimated $3.84M sold.

Leuthold Group first reported a position in MSCI in Q2 2019 and held it in 6 quarters. The position peaked at $3.84M in Q3 2020. 763 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.

  • Leuthold Group reported no remaining MSCI position as of Q4 2020 after selling out during the quarter.
  • Leuthold Group sold 10,769 MSCI shares in Q4 2020, an estimated $3.84M.
  • Leuthold Group first reported a position in MSCI in Q2 2019 and held it in 6 quarters.
  • Leuthold Group's MSCI position peaked at $3.84M in Q3 2020.
  • 763 funds tracked by Wall St. Rank held MSCI as of Q4 2020.

Based on Leuthold Group's 13F filing for Q4 2020, filed 16 Feb 2021.