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Capital Group Investment Management’s MSCI MSCI Stock Holding History

Capital Group Investment Management’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
2024
Q2 		– Sell
-2,553
Closed -$1.43M – 167
2024
Q1 		$1.43M Sell
2,553
-11,541
-82% -$6.49M 0.26% 101
2023
Q4 		$7.97M Sell
14,094
-19,394
-58% -$10M 0.84% 33
2023
Q3 		$17.2M Sell
33,488
-11,377
-25% -$5.98M 1.12% 28
2023
Q2 		$21.1M Hold
44,865
– – 1.05% 30
2023
Q1 		$25.1M Sell
44,865
-24,413
-35% -$12.9M 1.34% 18
2022
Q4 		$32.2M Buy
+69,278
New +$32.2M 1.24% 24

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Group Investment Management's MSCI Position: Q2 2024 in Review

Capital Group Investment Management sold out of MSCI (MSCI) in Q2 2024, closing a stake of 2,553 shares — an estimated $1.43M sold.

Capital Group Investment Management first reported a position in MSCI in Q4 2022 and held it in 6 quarters. The position peaked at $32.2M in Q4 2022. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Capital Group Investment Management reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Capital Group Investment Management sold 2,553 MSCI shares in Q2 2024, an estimated $1.43M.
  • Capital Group Investment Management first reported a position in MSCI in Q4 2022 and held it in 6 quarters.
  • Capital Group Investment Management's MSCI position peaked at $32.2M in Q4 2022.
  • 937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Capital Group Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.