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 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 $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Symmetry Partners's MSCI Position: Q3 2024 in Review

Symmetry Partners sold out of MSCI (MSCI) in Q3 2024, closing a stake of 563 shares — an estimated $271K sold.

Symmetry Partners first reported a position in MSCI in Q3 2020 and held it in 16 quarters. The position peaked at $588K in Q3 2021. 998 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

Symmetry Partners reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 563 MSCI shares in Q3 2024, an estimated $271K.
Symmetry Partners first reported a position in MSCI in Q3 2020 and held it in 16 quarters.
Symmetry Partners's MSCI position peaked at $588K in Q3 2021.
998 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.