Fernwood Investment Management’s Madison Square Garden MSGE Stock Holding History

Fernwood Investment Management’s Portfolio MSGE Stock Details MSGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$331K	Hold	9,300	–	–	0.12%	127
2024 Q3	$396K	Hold	9,300	–	–	0.13%	135
2024 Q2	$318K	Hold	9,300	–	–	0.1%	154
2024 Q1	$365K	Hold	9,300	–	–	0.11%	150
2023 Q4	$296K	Sell	9,300 -400	-4%	-$12.4K	0.1%	154
2023 Q3	$319K	Sell	9,700 -2,000	-17%	-$66.1K	0.11%	142
2023 Q2	$393K	Buy	+11,700	New	+$401K	0.14%	136

Other funds holding MSGE

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fernwood Investment Management's MSGE Position: Q4 2024 in Review

Fernwood Investment Management held its Madison Square Garden (MSGE) position steady in Q4 2024 at 9,300 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #127.

Fernwood Investment Management first reported a position in MSGE in Q2 2023 and has held it in 7 quarters since. The position peaked at $396K in Q3 2024. 180 funds tracked by Wall St. Rank hold MSGE as of Q4 2024.

Fernwood Investment Management held 9,300 shares of Madison Square Garden worth $331K as of Q4 2024.
Fernwood Investment Management left its Madison Square Garden share count unchanged in Q4 2024.
Madison Square Garden made up 0.12% of Fernwood Investment Management's portfolio in Q4 2024, its #127 holding.
Fernwood Investment Management first reported a position in Madison Square Garden in Q2 2023 and has held it in 7 quarters since.
Fernwood Investment Management's Madison Square Garden position peaked at $396K in Q3 2024.
180 funds tracked by Wall St. Rank held Madison Square Garden as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.