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Matthew Hamilton Rosenberg’s MSCI MSCI Stock Holding History

Matthew Hamilton Rosenberg’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 		– Sell
-4
Closed -$2.33K – 842
2024
Q3 		$2.33K Hold
4
– – ﹤0.01% 739
2024
Q2 		$1.92K Hold
4
– – ﹤0.01% 716
2024
Q1 		$2.22K Hold
4
– – ﹤0.01% 747
2023
Q4 		$2.26K Hold
4
– – ﹤0.01% 756
2023
Q3 		$2.05K Hold
4
– – ﹤0.01% 751
2023
Q2 		$1.88K Sell
4
-100
-96% -$48.8K ﹤0.01% 759
2023
Q1 		$58.2K Hold
104
– – 0.02% 433
2022
Q4 		$48.4K Hold
104
– – 0.02% 463
2022
Q3 		$44K Buy
104
+4
+4% +$1.83K 0.02% 470
2022
Q2 		$42K Hold
100
– – 0.02% 499
2022
Q1 		$50K Buy
+100
New +$51.9K 0.02% 459

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 $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Matthew Hamilton Rosenberg's MSCI Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of MSCI (MSCI) in Q4 2024, closing a stake of 4 shares — an estimated $2.33K sold.

Matthew Hamilton Rosenberg first reported a position in MSCI in Q1 2022 and held it in 11 quarters. The position peaked at $58.2K in Q1 2023. 1,070 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Matthew Hamilton Rosenberg reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 4 MSCI shares in Q4 2024, an estimated $2.33K.
  • Matthew Hamilton Rosenberg first reported a position in MSCI in Q1 2022 and held it in 11 quarters.
  • Matthew Hamilton Rosenberg's MSCI position peaked at $58.2K in Q1 2023.
  • 1,070 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.