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Symmetry Partners’s MSCI MSCI Stock Holding History

Symmetry Partners’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 		– Sell
-563
Closed -$271K – 354
2024
Q2 		$271K Hold
563
– – 0.01% 433
2024
Q1 		$316K Hold
563
– – 0.02% 404
2023
Q4 		$321K Sell
563
-285
-34% -$147K 0.02% 380
2023
Q3 		$435K Hold
848
– – 0.02% 342
2023
Q2 		$398K Hold
848
– – 0.02% 398
2023
Q1 		$475K Hold
848
– – 0.03% 339
2022
Q4 		$394K Hold
848
– – 0.02% 393
2022
Q3 		$358K Buy
848
+104
+14% +$47.6K 0.02% 391
2022
Q2 		$307K Hold
744
– – 0.02% 460
2022
Q1 		$374K Hold
744
– – 0.02% 454
2021
Q4 		$456K Sell
744
-232
-24% -$146K 0.03% 415
2021
Q3 		$588K Hold
976
– – 0.04% 349
2021
Q2 		$520K Hold
976
– – 0.03% 410
2021
Q1 		$409K Sell
976
-6
-0.6% -$2.52K 0.03% 474
2020
Q4 		$438K Buy
982
+3
+0.3% +$1.18K 0.03% 412
2020
Q3 		$349K Buy
+979
New +$355K 0.03% 439

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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