OLVIG
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Oliver Lagore Vanvalin Investment Group’s MSCI MSCI Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q4 		– Sell
-1
Closed – – 731
2022
Q3 		$0 Hold
1
– – ﹤0.01% 696
2022
Q2 		$0 Buy
+1
New +$435 ﹤0.01% 671

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Oliver Lagore Vanvalin Investment Group's MSCI Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of MSCI (MSCI) in Q4 2022, closing a stake of 1 share.

Oliver Lagore Vanvalin Investment Group first reported a position in MSCI in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining MSCI position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1 MSCI share in Q4 2022.
  • Oliver Lagore Vanvalin Investment Group first reported a position in MSCI in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's MSCI position peaked at $0 in Q3 2022.
  • 801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.