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Crestline Management’s MSCI MSCI Stock Holding History

Crestline 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
2025
Q1 		– Sell
-13,530
Closed -$8.12M – 404
2024
Q4 		$8.12M Sell
13,530
-330
-2% -$198K 0.27% 74
2024
Q3 		$8.08M Sell
13,860
-2,582
-16% -$1.4M 0.42% 60
2024
Q2 		$7.92M Buy
16,442
+13,426
+445% +$6.66M 0.62% 50
2024
Q1 		$1.69M Buy
+3,016
New +$1.7M 0.15% 139
2023
Q4 		– Sell
-2,929
Closed -$1.5M – 180
2023
Q3 		$1.5M Sell
2,929
-6,068
-67% -$3.19M 0.18% 117
2023
Q2 		$4.22M Buy
+8,997
New +$4.39M 0.44% 66

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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Crestline Management's MSCI Position: Q1 2025 in Review

Crestline Management sold out of MSCI (MSCI) in Q1 2025, closing a stake of 13,530 shares — an estimated $8.12M sold.

Crestline Management first reported a position in MSCI in Q2 2023 and held it in 6 quarters. The position peaked at $8.12M in Q4 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Crestline Management reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 13,530 MSCI shares in Q1 2025, an estimated $8.12M.
  • Crestline Management first reported a position in MSCI in Q2 2023 and held it in 6 quarters.
  • Crestline Management's MSCI position peaked at $8.12M in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.