ICP
MSCI icon

Ironvine Capital Partners’s MSCI MSCI Stock Holding History

Ironvine Capital Partners’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
2021
Q1 		– Sell
-5,517
Closed -$2.46M – 64
2020
Q4 		$2.46M Sell
5,517
-74
-1% -$29K 0.31% 41
2020
Q3 		$2M Buy
5,591
+1,412
+34% +$513K 0.25% 44
2020
Q2 		$1.4M Buy
+4,179
New +$1.35M 0.18% 49

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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ironvine Capital Partners's MSCI Position: Q1 2021 in Review

Ironvine Capital Partners sold out of MSCI (MSCI) in Q1 2021, closing a stake of 5,517 shares — an estimated $2.46M sold.

Ironvine Capital Partners first reported a position in MSCI in Q2 2020 and held it in 3 quarters. The position peaked at $2.46M in Q4 2020. 736 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

  • Ironvine Capital Partners reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
  • Ironvine Capital Partners sold 5,517 MSCI shares in Q1 2021, an estimated $2.46M.
  • Ironvine Capital Partners first reported a position in MSCI in Q2 2020 and held it in 3 quarters.
  • Ironvine Capital Partners's MSCI position peaked at $2.46M in Q4 2020.
  • 736 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on Ironvine Capital Partners's 13F filing for Q1 2021, filed 29 Apr 2021.