HHLR Advisors’s MSCI MSCI Stock Holding History

HHLR Advisors’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
2025 Q3	–	Sell	-2,008	Closed	-$1.16M	–	37
2025 Q2	$1.16M	Sell	2,008 -120	-6%	-$66.4K	0.04%	31
2025 Q1	$1.2M	Sell	2,128 -1,522	-42%	-$885K	0.03%	39
2024 Q4	$2.19M	Buy	+3,650	New	+$2.19M	0.08%	32

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

HHLR Advisors's MSCI Position: Q3 2025 in Review

HHLR Advisors sold out of MSCI (MSCI) in Q3 2025, closing a stake of 2,008 shares — an estimated $1.16M sold.

HHLR Advisors first reported a position in MSCI in Q4 2024 and held it in 3 quarters. The position peaked at $2.19M in Q4 2024. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

HHLR Advisors reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
HHLR Advisors sold 2,008 MSCI shares in Q3 2025, an estimated $1.16M.
HHLR Advisors first reported a position in MSCI in Q4 2024 and held it in 3 quarters.
HHLR Advisors's MSCI position peaked at $2.19M in Q4 2024.
1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on HHLR Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.