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Monumental Financial Group’s MSCI MSCI Stock Holding History

Monumental Financial Group’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
Q3 		$992K Sell
1,702
-285
-14% -$155K 0.37% 32
2024
Q2 		$957K Sell
1,987
-244
-11% -$121K 0.42% 32
2024
Q1 		$1.25M Sell
2,231
-82
-4% -$46.1K 0.67% 27
2023
Q4 		$1.31M Sell
2,313
-25
-1% -$12.9K 0.78% 22
2023
Q3 		$1.2M Buy
2,338
+65
+3% +$34.2K 0.8% 23
2023
Q2 		$1.07M Buy
+2,273
New +$1.11M 0.72% 30

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Monumental Financial Group's MSCI Position: Q3 2024 in Review

Monumental Financial Group reduced its MSCI (MSCI) stake by 14% in Q3 2024, selling an estimated $155K and leaving 1,702 shares worth $992K. The position accounts for 0.37% of the portfolio, ranked #32.

Monumental Financial Group first reported a position in MSCI in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2023. 997 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Monumental Financial Group held 1,702 shares of MSCI worth $992K as of Q3 2024.
  • Monumental Financial Group sold 285 MSCI shares in Q3 2024, an estimated $155K.
  • MSCI made up 0.37% of Monumental Financial Group's portfolio in Q3 2024, its #32 holding.
  • Monumental Financial Group first reported a position in MSCI in Q2 2023 and has held it in 6 quarters since.
  • Monumental Financial Group's MSCI position peaked at $1.31M in Q4 2023.
  • 997 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.