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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 		$991K Hold
1,700
– – 0.02% 472
2024
Q2 		$819K Buy
1,700
+800
+89% +$397K 0.02% 450
2024
Q1 		$495K Buy
+900
New +$506K 0.01% 522
2023
Q4 		– Hold
0
– – – 137
2023
Q3 		– Hold
0
– – – 122
2023
Q2 		– Hold
0
– – – 103
2023
Q1 		– Hold
0
– – – 99
2022
Q4 		– Hold
0
– – – 104
2022
Q3 		– Hold
0
– – – 95
2022
Q2 		– Hold
0
– – – 92
2022
Q1 		– Hold
0
– – – 87
2021
Q4 		– Hold
0
– – – 85
2021
Q3 		– Hold
0
– – – 80
2021
Q2 		– Hold
0
– – – 40
2021
Q1 		– Hold
0
– – – 70
2020
Q4 		– Hold
0
– – – 69
2020
Q3 		– Hold
0
– – – 69

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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. 994 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.
  • 994 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.