Winslow Evans & Crocker’s MSCI MSCI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$1.63M	Buy	3,660 +425	+13%	+$167K	0.31%	72
2020 Q3	$1.15M	Sell	3,235 -200	-6%	-$72.6K	0.29%	75
2020 Q2	$1.15M	Buy	3,435 +285	+9%	+$92.2K	0.31%	69
2020 Q1	$912K	Buy	3,150 +900	+40%	+$255K	0.3%	81
2019 Q4	$582K	Hold	2,250	–	–	0.15%	142
2019 Q3	$490K	Hold	2,250	–	–	0.14%	164
2019 Q2	$538K	Hold	2,250	–	–	0.15%	153
2019 Q1	$448K	Sell	2,250 -176	-7%	-$30.6K	0.13%	175
2018 Q4	$358K	Buy	2,426 +50	+2%	+$7.61K	0.12%	181
2018 Q3	$422K	Buy	2,376 +176	+8%	+$30.6K	0.13%	170
2018 Q2	$364K	Hold	2,200	–	–	0.11%	184
2018 Q1	$329K	Hold	2,200	–	–	0.11%	188
2017 Q4	$278K	Hold	2,200	–	–	0.09%	214
2017 Q3	$257K	Buy	+2,200	New	+$244K	0.09%	223

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Winslow Evans & Crocker's MSCI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its MSCI (MSCI) stake by 13% in Q4 2020, buying an estimated $167K and bringing the position to 3,660 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #72.

Winslow Evans & Crocker first reported a position in MSCI in Q3 2017 and has held it in 14 quarters since. 762 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.

Winslow Evans & Crocker held 3,660 shares of MSCI worth $1.63M as of Q4 2020.
Winslow Evans & Crocker bought 425 MSCI shares in Q4 2020, an estimated $167K.
MSCI made up 0.31% of Winslow Evans & Crocker's portfolio in Q4 2020, its #72 holding.
Winslow Evans & Crocker first reported a position in MSCI in Q3 2017 and has held it in 14 quarters since.
762 funds tracked by Wall St. Rank held MSCI as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.