Number of Shares
21,927.00
Current Holdings Value*
$12.27 Mil
% of Portfolio
5.03%
Total Estimate Gain
$5.88 Mil
% of Total Estimate Gain
70.04%

Baldrige Asset Management LLC's MSCI Inc Holding Summary

As of 2023-03-31, Baldrige Asset Management LLC held 21,927.00 shares of MSCI Inc(MSCI), totaling $12.27 Mil. This investment constitutes 5.03% of their stock portfolio, and Baldrige Asset Management LLC now holds 0.03% of the outstanding MSCI Inc(MSCI) stock.

The initial trade took place in 2020Q1. And since then Baldrige Asset Management LLC has made 2 purchases of MSCI, at an average price of $307.41, for a total of 27,318.00 shares. In addition, there have been 5 sales at an average price of $482.93 for 5,391.00 shares. Based on historical transaction data and MSCI's current price of $532.52, Baldrige Asset Management LLC's estimated gain on his MSCI holdings is $5.88 Mil, reflecting a 70.04% gain to date.

Baldrige Asset Management LLC MSCI ($532.52) Holding Chart

Baldrige Asset Management LLC MSCI ($532.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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