SAI
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Systematic Alpha Investments’s MSCI MSCI Stock Holding History

Systematic Alpha Investments’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
Q1 		– Sell
-135
Closed -$76.4K – 253
2023
Q4 		$76.4K Buy
+135
New +$69.7K ﹤0.01% 263
2021
Q4 		– Sell
-135
Closed -$90K – 388
2021
Q3 		$90K Buy
+135
New +$82.5K ﹤0.01% 283

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Systematic Alpha Investments's MSCI Position: Q1 2024 in Review

Systematic Alpha Investments sold out of MSCI (MSCI) in Q1 2024, closing a stake of 135 shares — an estimated $76.4K sold.

Systematic Alpha Investments first reported a position in MSCI in Q3 2021 and held it in 2 quarters. The position peaked at $90K in Q3 2021. 922 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Systematic Alpha Investments reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 135 MSCI shares in Q1 2024, an estimated $76.4K.
  • Systematic Alpha Investments first reported a position in MSCI in Q3 2021 and held it in 2 quarters.
  • Systematic Alpha Investments's MSCI position peaked at $90K in Q3 2021.
  • 922 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.