Sarah T. Connolly’s MSCI MSCI Stock Holding History

Sarah T. Connolly’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 Q2	–	Sell	-460	Closed	-$231K	–	95
2022 Q1	$231K	Hold	460	–	–	0.14%	90
2021 Q4	$282K	Buy	460 +85	+23%	+$53.3K	0.16%	85
2021 Q3	$228K	Buy	+375	New	+$229K	0.19%	92

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sarah T. Connolly's MSCI Position: Q2 2022 in Review

Sarah T. Connolly sold out of MSCI (MSCI) in Q2 2022, closing a stake of 460 shares — an estimated $231K sold.

Sarah T. Connolly first reported a position in MSCI in Q3 2021 and held it in 3 quarters. The position peaked at $282K in Q4 2021. 747 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

Sarah T. Connolly reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
Sarah T. Connolly sold 460 MSCI shares in Q2 2022, an estimated $231K.
Sarah T. Connolly first reported a position in MSCI in Q3 2021 and held it in 3 quarters.
Sarah T. Connolly's MSCI position peaked at $282K in Q4 2021.
747 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Sarah T. Connolly's 13F filing for Q2 2022, filed 11 Aug 2022.