Standard Family Office’s MSCI MSCI Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-13	Closed	-$5K	–	287
2022 Q3	$5K	Hold	13	–	–	﹤0.01%	310
2022 Q2	$5K	Sell	13 -359	-97%	-$156K	0.05%	124
2022 Q1	$187K	Buy	372 +354	+1,967%	+$184K	0.05%	10
2021 Q4	$11K	Buy	+18	New	+$11.3K	0.1%	108
2021 Q3	–	Sell	-5	Closed	-$3K	–	360
2021 Q2	$3K	Hold	5	–	–	﹤0.01%	313
2021 Q1	$2K	Buy	5 +1	+25%	+$420	﹤0.01%	452
2020 Q4	$2K	Buy	+4	New	+$1.57K	﹤0.01%	460

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Standard Family Office's MSCI Position: Q4 2022 in Review

Standard Family Office sold out of MSCI (MSCI) in Q4 2022, closing a stake of 13 shares — an estimated $5K sold.

Standard Family Office first reported a position in MSCI in Q4 2020 and held it in 7 quarters. The position peaked at $187K in Q1 2022. 801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

Standard Family Office reported no remaining MSCI position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 13 MSCI shares in Q4 2022, an estimated $5K.
Standard Family Office first reported a position in MSCI in Q4 2020 and held it in 7 quarters.
Standard Family Office's MSCI position peaked at $187K in Q1 2022.
801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.