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SpiderRock Advisors’s MSCI MSCI Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$1.1M Sell
1,884
-4
-0.2% -$2.17K 0.02% 454
2024
Q2 		$910K Buy
1,888
+851
+82% +$422K 0.02% 432
2024
Q1 		$571K Buy
+1,037
New +$583K 0.01% 500
2017
Q1 		– Hold
0
– – – 441

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 $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SpiderRock Advisors's MSCI Position: Q3 2024 in Review

SpiderRock Advisors reduced its MSCI (MSCI) stake by 0.21% in Q3 2024, selling an estimated $2.17K and leaving 1,884 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #454.

SpiderRock Advisors first reported a position in MSCI in Q1 2024 and has held it in 3 quarters since. 997 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • SpiderRock Advisors held 1,884 shares of MSCI worth $1.1M as of Q3 2024.
  • SpiderRock Advisors sold 4 MSCI shares in Q3 2024, an estimated $2.17K.
  • MSCI made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #454 holding.
  • SpiderRock Advisors first reported a position in MSCI in Q1 2024 and has held it in 3 quarters since.
  • 997 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.