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Plato Investment Management’s MSCI MSCI Stock Holding History

Plato Investment Management’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
2026
Q1 		$2.05M Hold
3,798
– – 0.14% 159
2025
Q4 		$2.19M Sell
3,798
-92
-2% -$51.6K 0.14% 151
2025
Q3 		$2.19M Buy
3,890
+10
+0.3% +$5.65K 0.15% 146
2025
Q2 		$2.23M Buy
3,880
+2
+0.1% +$1.11K 0.17% 139
2025
Q1 		$2.22M Sell
3,878
-521
-12% -$303K 0.19% 129
2024
Q4 		$2.65M Buy
4,399
+114
+3% +$68.4K 0.19% 116
2024
Q3 		$2.5M Buy
4,285
+2
+0% +$1.08K 0.2% 118
2024
Q2 		$2.06M Buy
4,283
+96
+2% +$47.6K 0.19% 120
2024
Q1 		$2.35M Buy
4,187
+3,948
+1,652% +$2.22M 0.24% 107
2023
Q4 		$135K Buy
+239
New +$123K 0.17% 131

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return