HCM
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Hollencrest Capital Management’s MSCI MSCI Stock Holding History

Hollencrest Capital Management’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
Q1 		– Sell
-167
Closed -$100K – 1197
2024
Q4 		$100K Buy
+167
New +$100K ﹤0.01% 407

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hollencrest Capital Management's MSCI Position: Q1 2025 in Review

Hollencrest Capital Management sold out of MSCI (MSCI) in Q1 2025, closing a stake of 167 shares — an estimated $100K sold.

Hollencrest Capital Management first reported a position in MSCI in Q4 2024 and held it in 1 quarter. The position peaked at $100K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Hollencrest Capital Management reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Hollencrest Capital Management sold 167 MSCI shares in Q1 2025, an estimated $100K.
  • Hollencrest Capital Management first reported a position in MSCI in Q4 2024 and held it in 1 quarter.
  • Hollencrest Capital Management's MSCI position peaked at $100K in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Hollencrest Capital Management's 13F filing for Q1 2025, filed 5 May 2025.