Mawer Investment Management
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Mawer Investment Management’s MSCI MSCI Stock Holding History

Mawer Investment Management’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
-4,106
Closed -$2.32M – 114
2023
Q4 		$2.32M Buy
4,106
+335
+9% +$173K 0.01% 100
2023
Q3 		$1.93M Buy
3,771
+347
+10% +$182K 0.01% 96
2023
Q2 		$1.61M Buy
3,424
+804
+31% +$392K 0.01% 96
2023
Q1 		$1.47M Buy
2,620
+394
+18% +$208K 0.01% 99
2022
Q4 		$1.04M Buy
2,226
+396
+22% +$184K 0.01% 105
2022
Q3 		$772K Buy
1,830
+293
+19% +$134K ﹤0.01% 101
2022
Q2 		$633K Buy
1,537
+169
+12% +$73.6K ﹤0.01% 99
2022
Q1 		$688K Buy
1,368
+216
+19% +$112K ﹤0.01% 101
2021
Q4 		$706K Buy
1,152
+754
+189% +$473K ﹤0.01% 104
2021
Q3 		$242K Buy
+398
New +$243K ﹤0.01% 104

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

Mawer Investment Management's MSCI Position: Q1 2024 in Review

Mawer Investment Management sold out of MSCI (MSCI) in Q1 2024, closing a stake of 4,106 shares — an estimated $2.32M sold.

Mawer Investment Management first reported a position in MSCI in Q3 2021 and held it in 10 quarters. The position peaked at $2.32M in Q4 2023. 923 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Mawer Investment Management reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • Mawer Investment Management sold 4,106 MSCI shares in Q1 2024, an estimated $2.32M.
  • Mawer Investment Management first reported a position in MSCI in Q3 2021 and held it in 10 quarters.
  • Mawer Investment Management's MSCI position peaked at $2.32M in Q4 2023.
  • 923 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Mawer Investment Management's 13F filing for Q1 2024, filed 6 May 2024.