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Triasima Portfolio Management’s MSCI MSCI Stock Holding History

Triasima Portfolio Management’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
2023
Q3 		– Sell
-1,711
Closed -$1.06M – 146
2023
Q2 		$1.06M Sell
1,711
-2,950
-63% -$1.44M 0.07% 96
2023
Q1 		$2.61M Buy
4,661
+915
+24% +$484K 0.22% 66
2022
Q4 		$1.74M Sell
3,746
-1,439
-28% -$670K 0.13% 80
2022
Q3 		$2.19M Sell
5,185
-106
-2% -$48.5K 0.18% 71
2022
Q2 		$2.18M Sell
5,291
-829
-14% -$361K 0.15% 71
2022
Q1 		$3.08M Sell
6,120
-13,622
-69% -$7.06M 0.15% 69
2021
Q4 		$12.1M Buy
19,742
+336
+2% +$211K 0.58% 38
2021
Q3 		$11.8M Buy
19,406
+446
+2% +$273K 0.63% 37
2021
Q2 		$10.1M Sell
18,960
-3,930
-17% -$1.87M 0.49% 38
2021
Q1 		$9.6M Buy
22,890
+50
+0.2% +$21K 0.48% 38
2020
Q4 		$10.2M Buy
+22,840
New +$8.96M 0.58% 34

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return