SIAP
MSCI icon

Sterling Investment Advisors (Pennsylvania)’s MSCI MSCI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q4 		– Sell
-20
Closed -$12K – 595
2021
Q3 		$12K Buy
+20
New +$12.2K ﹤0.01% 420

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MSCI Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of MSCI (MSCI) in Q4 2021, closing a stake of 20 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MSCI in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 850 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 20 MSCI shares in Q4 2021, an estimated $12K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in MSCI in Q3 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s MSCI position peaked at $12K in Q3 2021.
  • 850 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.