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Simplicity Solutions’s MSCI MSCI Stock Holding History

Simplicity Solutions’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
Q4 		$1.32M Buy
2,330
+138
+6% +$71.2K 0.04% 380
2023
Q3 		$1.12M Sell
2,192
-109
-5% -$57.3K 0.04% 389
2023
Q2 		$1.08M Sell
2,301
-1,035
-31% -$505K 0.03% 445
2023
Q1 		$1.87M Buy
3,336
+2,339
+235% +$1.24M 0.05% 328
2022
Q4 		$464K Buy
997
+50
+5% +$23.3K 0.06% 362
2022
Q3 		$399K Buy
947
+151
+19% +$69.1K 0.06% 371
2022
Q2 		$328K Buy
796
+174
+28% +$75.8K 0.04% 410
2022
Q1 		$313K Sell
622
-530
-46% -$275K 0.04% 436
2021
Q4 		$706K Buy
1,152
+151
+15% +$94.7K 0.08% 302
2021
Q3 		$609K Sell
1,001
-315
-24% -$192K 0.09% 242
2021
Q2 		$702K Buy
1,316
+330
+33% +$157K 0.14% 159
2021
Q1 		$413K Sell
986
-5,277
-84% -$2.22M 0.09% 240
2020
Q4 		$2.8M Buy
6,263
+1,913
+44% +$751K 0.04% 317
2020
Q3 		$1.55M Buy
4,350
+1,564
+56% +$568K 0.03% 394
2020
Q2 		$930K Buy
2,786
+1,675
+151% +$542K 0.02% 490
2020
Q1 		$321K Buy
+1,111
New +$315K 0.01% 597

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's MSCI Position: Q4 2023 in Review

Simplicity Solutions increased its MSCI (MSCI) stake by 6.3% in Q4 2023, buying an estimated $71.2K and bringing the position to 2,330 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #380.

Simplicity Solutions first reported a position in MSCI in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.8M in Q4 2020. 876 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Simplicity Solutions held 2,330 shares of MSCI worth $1.32M as of Q4 2023.
  • Simplicity Solutions bought 138 MSCI shares in Q4 2023, an estimated $71.2K.
  • MSCI made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #380 holding.
  • Simplicity Solutions first reported a position in MSCI in Q1 2020 and has held it in 16 quarters since.
  • Simplicity Solutions's MSCI position peaked at $2.8M in Q4 2020.
  • 876 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.