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Henry Ellenbogen’s MSCI MSCI Stock Holding History

Henry Ellenbogen’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
-180,610
Closed -$105M – 49
2024
Q3 		$105M Sell
180,610
-135,989
-43% -$73.7M 0.77% 38
2024
Q2 		$153M Sell
316,599
-242,478
-43% -$120M 1.25% 32
2024
Q1 		$313M Sell
559,077
-24,361
-4% -$13.7M 2.43% 17
2023
Q4 		$330M Hold
583,438
– – 2.61% 14
2023
Q3 		$299M Sell
583,438
-95,118
-14% -$50M 2.74% 13
2023
Q2 		$318M Sell
678,556
-551,839
-45% -$269M 2.79% 12
2023
Q1 		$689M Sell
1,230,395
-141,485
-10% -$74.8M 6.47% 3
2022
Q4 		$638M Sell
1,371,880
-252,559
-16% -$118M 6.63% 3
2022
Q3 		$685M Buy
1,624,439
+116,521
+8% +$53.3M 7.53% 1
2022
Q2 		$621M Buy
1,507,918
+299,637
+25% +$130M 7.14% 1
2022
Q1 		$608M Buy
1,208,281
+251,686
+26% +$131M 5.33% 4
2021
Q4 		$586M Buy
956,595
+66,653
+7% +$41.8M 4.58% 5
2021
Q3 		$541M Hold
889,942
– – 4.1% 5
2021
Q2 		$474M Buy
889,942
+111,444
+14% +$53.1M 3.5% 10
2021
Q1 		$326M Buy
778,498
+74,541
+11% +$31.3M 2.76% 14
2020
Q4 		$314M Buy
703,957
+70,645
+11% +$27.7M 2.8% 15
2020
Q3 		$226M Sell
633,312
-43,670
-6% -$15.9M 2.49% 16
2020
Q2 		$226M Buy
676,982
+280,909
+71% +$90.8M 2.81% 15
2020
Q1 		$114M Buy
+396,073
New +$112M 2.33% 6

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Henry Ellenbogen's MSCI Position: Q4 2024 in Review

Henry Ellenbogen sold out of MSCI (MSCI) in Q4 2024, closing a stake of 180,610 shares — an estimated $105M sold.

Henry Ellenbogen first reported a position in MSCI in Q1 2020 and held it in 19 quarters. The position peaked at $689M in Q1 2023. 1,070 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Henry Ellenbogen reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Henry Ellenbogen sold 180,610 MSCI shares in Q4 2024, an estimated $105M.
  • Henry Ellenbogen first reported a position in MSCI in Q1 2020 and held it in 19 quarters.
  • Henry Ellenbogen's MSCI position peaked at $689M in Q1 2023.
  • 1,070 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Durable Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.