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DSM Capital Partners’s MSCI MSCI Stock Holding History

DSM Capital Partners’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
Q4 		– Sell
-42
Closed -$24.5K – 78
2024
Q3 		$24.5K Hold
42
– – ﹤0.01% 85
2024
Q2 		$20.2K Hold
42
– – ﹤0.01% 91
2024
Q1 		$23.5K Hold
42
– – ﹤0.01% 98
2023
Q4 		$23.8K Buy
+42
New +$21.7K ﹤0.01% 101
2019
Q4 		– Sell
-503,451
Closed -$110M – 49
2019
Q3 		$110M Sell
503,451
-5,321
-1% -$1.23M 1.69% 22
2019
Q2 		$121M Sell
508,772
-713,700
-58% -$160M 1.77% 21
2019
Q1 		$243M Sell
1,222,472
-29,598
-2% -$5.15M 3.58% 9
2018
Q4 		$185M Buy
1,252,070
+247,304
+25% +$37.6M 3.18% 11
2018
Q3 		$178M Buy
1,004,766
+221,492
+28% +$38.5M 2.66% 17
2018
Q2 		$130M Sell
783,274
-30,045
-4% -$4.74M 1.98% 19
2018
Q1 		$122M Buy
+813,319
New +$117M 1.68% 22

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DSM Capital Partners's MSCI Position: Q4 2024 in Review

DSM Capital Partners sold out of MSCI (MSCI) in Q4 2024, closing a stake of 42 shares — an estimated $24.5K sold.

DSM Capital Partners first reported a position in MSCI in Q1 2018 and held it in 11 quarters. The position peaked at $243M in Q1 2019. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • DSM Capital Partners reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • DSM Capital Partners sold 42 MSCI shares in Q4 2024, an estimated $24.5K.
  • DSM Capital Partners first reported a position in MSCI in Q1 2018 and held it in 11 quarters.
  • DSM Capital Partners's MSCI position peaked at $243M in Q1 2019.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on DSM Capital Partners's 13F filing for Q4 2024, filed 31 Jan 2025.