GS
MSCI icon

George Soros’s MSCI MSCI Stock Holding History

George Soros’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
2020
Q1 		– Sell
-9,401
Closed -$2.43M – 160
2019
Q4 		$2.43M Hold
9,401
– – 0.08% 137
2019
Q3 		$2.05M Hold
9,401
– – 0.06% 151
2019
Q2 		$2.25M Hold
9,401
– – 0.05% 128
2019
Q1 		$1.87M Hold
9,401
– – 0.04% 151
2018
Q4 		$1.39M Sell
9,401
-3,188
-25% -$485K 0.04% 153
2018
Q3 		$2.23M Sell
12,589
-24,746
-66% -$4.3M 0.05% 168
2018
Q2 		$6.18M Buy
+37,335
New +$5.89M 0.1% 141
2017
Q2 		– Sell
-2,800
Closed -$272K – 275
2017
Q1 		$272K Buy
+2,800
New +$254K 0.01% 220

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

George Soros's MSCI Position: Q1 2020 in Review

George Soros sold out of MSCI (MSCI) in Q1 2020, closing a stake of 9,401 shares — an estimated $2.43M sold.

George Soros first reported a position in MSCI in Q1 2017 and held it in 8 quarters. The position peaked at $6.18M in Q2 2018. 609 funds tracked by Wall St. Rank hold MSCI as of Q1 2020.

  • George Soros reported no remaining MSCI position as of Q1 2020 after selling out during the quarter.
  • George Soros sold 9,401 MSCI shares in Q1 2020, an estimated $2.43M.
  • George Soros first reported a position in MSCI in Q1 2017 and held it in 8 quarters.
  • George Soros's MSCI position peaked at $6.18M in Q2 2018.
  • 609 funds tracked by Wall St. Rank held MSCI as of Q1 2020.

Based on Soros Fund Management's 13F filing for Q1 2020, filed 15 May 2020.