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Perpetual Ltd’s MSCI MSCI Stock Holding History

Perpetual Ltd’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
Q1 		– Sell
-944
Closed -$566K – 428
2024
Q4 		$566K Sell
944
-912
-49% -$547K 0.01% 314
2024
Q3 		$1.08M Sell
1,856
-725
-28% -$393K 0.01% 254
2024
Q2 		$1.24M Sell
2,581
-163
-6% -$80.9K 0.01% 248
2024
Q1 		$1.54M Buy
2,744
+11
+0.4% +$6.18K 0.02% 239
2023
Q4 		$1.55M Sell
2,733
-3
-0.1% -$1.55K 0.02% 225
2023
Q3 		$1.4M Sell
2,736
-906
-25% -$476K 0.01% 241
2023
Q2 		$1.71M Sell
3,642
-77
-2% -$37.6K 0.01% 255
2023
Q1 		$2.08M Buy
+3,719
New +$1.97M 0.02% 240
2020
Q3 		$233K Buy
+654
New +$237K 0.02% 251

Other funds holding MSCI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return