Welch & Forbes’s MSCI MSCI Stock Holding History

Welch & Forbes’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
2022 Q1	–	Sell	-650	Closed	-$398K	–	408
2021 Q4	$398K	Hold	650	–	–	0.01%	309
2021 Q3	$395K	Hold	650	–	–	0.01%	303
2021 Q2	$347K	Buy	+650	New	+$310K	0.01%	331

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Welch & Forbes's MSCI Position: Q1 2022 in Review

Welch & Forbes sold out of MSCI (MSCI) in Q1 2022, closing a stake of 650 shares — an estimated $398K sold.

Welch & Forbes first reported a position in MSCI in Q2 2021 and held it in 3 quarters. The position peaked at $398K in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

Welch & Forbes reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
Welch & Forbes sold 650 MSCI shares in Q1 2022, an estimated $398K.
Welch & Forbes first reported a position in MSCI in Q2 2021 and held it in 3 quarters.
Welch & Forbes's MSCI position peaked at $398K in Q4 2021.
819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on Welch & Forbes's 13F filing for Q1 2022, filed 25 Apr 2022.