MJP Associates’s MSCI MSCI Stock Holding History

MJP Associates’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
2025 Q2	–	Sell	-737	Closed	-$417K	–	241
2025 Q1	$417K	Sell	737 -192	-21%	-$112K	0.08%	133
2024 Q4	$557K	Buy	929 +35	+4%	+$21K	0.1%	87
2024 Q3	$521K	Sell	894 -85	-9%	-$46.1K	0.1%	100
2024 Q2	$472K	Buy	979 +78	+9%	+$38.7K	0.1%	114
2024 Q1	$505K	Buy	901 +165	+22%	+$92.8K	0.11%	103
2023 Q4	$416K	Buy	736 +158	+27%	+$81.6K	0.11%	88
2023 Q3	$296K	Buy	578 +142	+33%	+$74.6K	0.09%	103
2023 Q2	$205K	Buy	+436	New	+$213K	0.07%	151
2022 Q2	–	Sell	-417	Closed	-$210K	–	150
2022 Q1	$210K	Sell	417 -1	-0.2%	-$519	0.05%	149
2021 Q4	$249K	Buy	418 +79	+23%	+$49.5K	0.08%	130
2021 Q3	$206K	Buy	+339	New	+$207K	0.07%	133

Other funds holding MSCI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return