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Sierra Capital’s MSCI MSCI Stock Holding History

Sierra Capital’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
2023
Q1 		– Sell
-46
Closed -$21K – 427
2022
Q4 		$21K Hold
46
– – ﹤0.01% 305
2022
Q3 		$19K Hold
46
– – ﹤0.01% 324
2022
Q2 		$19K Hold
46
– – ﹤0.01% 399
2022
Q1 		$23K Hold
46
– – ﹤0.01% 402
2021
Q4 		$28K Buy
46
+5
+12% +$3.14K ﹤0.01% 385
2021
Q3 		$25K Hold
41
– – ﹤0.01% 339
2021
Q2 		$22K Hold
41
– – ﹤0.01% 328
2021
Q1 		$17K Buy
+41
New +$17.2K ﹤0.01% 321

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sierra Capital's MSCI Position: Q1 2023 in Review

Sierra Capital sold out of MSCI (MSCI) in Q1 2023, closing a stake of 46 shares — an estimated $21K sold.

Sierra Capital first reported a position in MSCI in Q1 2021 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

  • Sierra Capital reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 46 MSCI shares in Q1 2023, an estimated $21K.
  • Sierra Capital first reported a position in MSCI in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's MSCI position peaked at $28K in Q4 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.