Capital Research Global Investors
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Capital Research Global Investors’s MSCI MSCI Stock Holding History

Capital Research Global Investors’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
Q3 		– Sell
-1,418,385
Closed -$683M – 436
2024
Q2 		$683M Sell
1,418,385
-85,386
-6% -$42.4M 0.15% 122
2024
Q1 		$843M Sell
1,503,771
-625,205
-29% -$351M 0.19% 108
2023
Q4 		$1.2B Sell
2,128,976
-52,546
-2% -$27.1M 0.3% 80
2023
Q3 		$1.12B Buy
2,181,522
+138,713
+7% +$72.9M 0.31% 80
2023
Q2 		$959M Buy
2,042,809
+240,639
+13% +$117M 0.26% 92
2023
Q1 		$1.01B Buy
1,802,170
+199,854
+12% +$106M 0.29% 88
2022
Q4 		$745M Sell
1,602,316
-69,583
-4% -$32.4M 0.23% 103
2022
Q3 		$705M Sell
1,671,899
-199,423
-11% -$91.3M 0.23% 101
2022
Q2 		$771M Buy
1,871,322
+1,018,409
+119% +$443M 0.24% 93
2022
Q1 		$429M Buy
852,913
+646,050
+312% +$335M 0.11% 169
2021
Q4 		$127M Buy
206,863
+94
+0% +$59K 0.03% 298
2021
Q3 		$126M Sell
206,769
-95
-0% -$58K 0.03% 289
2021
Q2 		$110M Buy
206,864
+325
+0.2% +$155K 0.03% 304
2021
Q1 		$86.6M Buy
+206,539
New +$86.8M 0.02% 329

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return