PJB
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Paul John Balson’s MSCI MSCI Stock Holding History

Paul John Balson’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
2020
Q4 		$249K Buy
+558
New +$219K 0.05% 80

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Paul John Balson's MSCI Position: Q4 2020 in Review

Paul John Balson opened a new position in MSCI (MSCI) in Q4 2020: 558 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #80 among its holdings.

762 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.

  • Paul John Balson held 558 shares of MSCI worth $249K as of Q4 2020.
  • MSCI was a new Paul John Balson position in Q4 2020.
  • MSCI made up 0.05% of Paul John Balson's portfolio in Q4 2020, its #80 holding.
  • 762 funds tracked by Wall St. Rank held MSCI as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.