Lion Street Advisors’s MSCI MSCI Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-28	Closed	-$8K	–	262
2020 Q1	$8K	Buy	+28	New	+$7.93K	0.04%	189

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lion Street Advisors's MSCI Position: Q2 2020 in Review

Lion Street Advisors sold out of MSCI (MSCI) in Q2 2020, closing a stake of 28 shares — an estimated $8K sold.

Lion Street Advisors first reported a position in MSCI in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 653 funds tracked by Wall St. Rank hold MSCI as of Q2 2020.

Lion Street Advisors reported no remaining MSCI position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 28 MSCI shares in Q2 2020, an estimated $8K.
Lion Street Advisors first reported a position in MSCI in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's MSCI position peaked at $8K in Q1 2020.
653 funds tracked by Wall St. Rank held MSCI as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.