Daniel Loeb’s MSCI MSCI Stock Holding History

Daniel Loeb’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	-150,000	Closed	-$72.3M	–	50
2024 Q2	$72.3M	Buy	+150,000	New	+$74.4M	0.83%	28

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daniel Loeb's MSCI Position: Q3 2024 in Review

Daniel Loeb sold out of MSCI (MSCI) in Q3 2024, closing a stake of 150,000 shares — an estimated $72.3M sold.

Daniel Loeb first reported a position in MSCI in Q2 2024 and held it in 1 quarter. The position peaked at $72.3M in Q2 2024. 997 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

Daniel Loeb reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
Daniel Loeb sold 150,000 MSCI shares in Q3 2024, an estimated $72.3M.
Daniel Loeb first reported a position in MSCI in Q2 2024 and held it in 1 quarter.
Daniel Loeb's MSCI position peaked at $72.3M in Q2 2024.
997 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Third Point's 13F filing for Q3 2024, filed 14 Nov 2024.