Sierra Ocean’s MSCI MSCI Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-24	Closed	-$13.9K	–	607
2025 Q2	$13.9K	Sell	24 -2	-8%	-$1.11K	0.01%	394
2025 Q1	$14.8K	Hold	26	–	–	0.01%	358
2024 Q4	$15.7K	Buy	+26	New	+$15.6K	0.01%	333

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sierra Ocean's MSCI Position: Q3 2025 in Review

Sierra Ocean sold out of MSCI (MSCI) in Q3 2025, closing a stake of 24 shares — an estimated $13.9K sold.

Sierra Ocean first reported a position in MSCI in Q4 2024 and held it in 3 quarters. The position peaked at $15.7K in Q4 2024. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

Sierra Ocean reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 24 MSCI shares in Q3 2025, an estimated $13.9K.
Sierra Ocean first reported a position in MSCI in Q4 2024 and held it in 3 quarters.
Sierra Ocean's MSCI position peaked at $15.7K in Q4 2024.
1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.