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McKinley Capital Management’s MSCI MSCI Stock Holding History

McKinley Capital 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
2022
Q2 		– Sell
-11,185
Closed -$5.62M – 178
2022
Q1 		$5.62M Buy
11,185
+3
+0% +$1.56K 0.56% 63
2021
Q4 		$6.85M Sell
11,182
-24
-0.2% -$15.1K 0.61% 54
2021
Q3 		$6.82M Sell
11,206
-217
-2% -$133K 0.64% 51
2021
Q2 		$6.09M Sell
11,423
-667
-6% -$318K 0.43% 69
2021
Q1 		$5.07M Sell
12,090
-132
-1% -$55.5K 0.38% 74
2020
Q4 		$5.46M Buy
12,222
+1,365
+13% +$536K 0.39% 76
2020
Q3 		$3.87M Sell
10,857
-3,217
-23% -$1.17M 0.3% 87
2020
Q2 		$4.7M Sell
14,074
-1,670
-11% -$540K 0.32% 72
2020
Q1 		$4.55M Buy
15,744
+13
+0.1% +$3.68K 0.37% 66
2019
Q4 		$4.06M Sell
15,731
-373
-2% -$90.9K 0.26% 88
2019
Q3 		$3.51M Sell
16,104
-15,152
-48% -$3.51M 0.26% 76
2019
Q2 		$7.46M Sell
31,256
-8,498
-21% -$1.91M 0.48% 57
2019
Q1 		$7.91M Sell
39,754
-1,450
-4% -$252K 0.57% 54
2018
Q4 		$6.08M Sell
41,204
-9,976
-19% -$1.52M 0.49% 61
2018
Q3 		$9.08M Buy
51,180
+271
+0.5% +$47.1K 0.58% 59
2018
Q2 		$8.42M Sell
50,909
-3
-0% -$473 0.55% 62
2018
Q1 		$7.61M Buy
50,912
+49,889
+4,877% +$7.15M 0.44% 62
2017
Q4 		$129K Sell
1,023
-703
-41% -$87.7K 0.01% 296
2017
Q3 		$202K Sell
1,726
-37
-2% -$4.11K 0.01% 303
2017
Q2 		$182K Sell
1,763
-27
-2% -$2.72K 0.01% 310
2017
Q1 		$174K Sell
1,790
-103
-5% -$9.33K 0.01% 363
2016
Q4 		$149K Sell
1,893
-341
-15% -$27.5K 0.01% 372
2016
Q3 		$188K Buy
2,234
+13
+0.6% +$1.1K 0.01% 366
2016
Q2 		$171K Sell
2,221
-85
-4% -$6.43K 0.01% 327
2016
Q1 		$171K Buy
+2,306
New +$159K 0.01% 306

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McKinley Capital Management's MSCI Position: Q2 2022 in Review

McKinley Capital Management sold out of MSCI (MSCI) in Q2 2022, closing a stake of 11,185 shares — an estimated $5.62M sold.

McKinley Capital Management first reported a position in MSCI in Q1 2016 and held it in 25 quarters. The position peaked at $9.08M in Q3 2018. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • McKinley Capital Management reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • McKinley Capital Management sold 11,185 MSCI shares in Q2 2022, an estimated $5.62M.
  • McKinley Capital Management first reported a position in MSCI in Q1 2016 and held it in 25 quarters.
  • McKinley Capital Management's MSCI position peaked at $9.08M in Q3 2018.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on McKinley Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.