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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Research Global Investors's MSCI Position: Q3 2024 in Review

Capital Research Global Investors sold out of MSCI (MSCI) in Q3 2024, closing a stake of 1,418,385 shares — an estimated $683M sold.

Capital Research Global Investors first reported a position in MSCI in Q1 2021 and held it in 14 quarters. The position peaked at $1.2B in Q4 2023. 997 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Capital Research Global Investors reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • Capital Research Global Investors sold 1,418,385 MSCI shares in Q3 2024, an estimated $683M.
  • Capital Research Global Investors first reported a position in MSCI in Q1 2021 and held it in 14 quarters.
  • Capital Research Global Investors's MSCI position peaked at $1.2B in Q4 2023.
  • 997 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Capital Research Global Investors's 13F filing for Q3 2024, filed 13 Nov 2024.