SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / MSCI

Wellington Wealth Strategies, LLC.’s Msci Inc Position

Does Wellington Wealth Strategies, LLC. own Msci Inc (MSCI)? Yes — 2.6K shares worth $1M (+1.34% of its 13F portfolio) as of Q4 2024, up from 2.4K shares the prior filed quarter.

Position Value
$1M
Q4 2024
Shares
2.6K
% of Portfolio
+1.34%
Quarters Held
4
currently held

Position History MSCI

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $1MQ1 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20242.6K$1M+1.34%
Q3 20242.4K$1M+1.03%
Q1 20241.9K$1M+0.49%
Q4 20232.7K$2M+1.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of MSCI.