Vestor Capital’s MSCI MSCI Stock Holding History

Vestor Capital’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 Q2	–	Sell	-5,530	Closed	-$3.1M	–	273
2023 Q1	$3.1M	Buy	5,530 +61	+1%	+$32.3K	0.36%	74
2022 Q4	$2.54M	Buy	5,469 +13	+0.2%	+$6.05K	0.31%	71
2022 Q3	$2.3M	Buy	+5,456	New	+$2.5M	0.3%	69

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Vestor Capital's MSCI Position: Q2 2023 in Review

Vestor Capital sold out of MSCI (MSCI) in Q2 2023, closing a stake of 5,530 shares — an estimated $3.1M sold.

Vestor Capital first reported a position in MSCI in Q3 2022 and held it in 3 quarters. The position peaked at $3.1M in Q1 2023. 812 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

Vestor Capital reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
Vestor Capital sold 5,530 MSCI shares in Q2 2023, an estimated $3.1M.
Vestor Capital first reported a position in MSCI in Q3 2022 and held it in 3 quarters.
Vestor Capital's MSCI position peaked at $3.1M in Q1 2023.
812 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Vestor Capital's 13F filing for Q2 2023, filed 9 Aug 2023.