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John Overdeck’s MSCI MSCI Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-800
Closed -$490K – 3724
2021
Q4 		$490K Buy
+800
New +$502K ﹤0.01% 3275
2021
Q2 		– Sell
-2,100
Closed -$880K – 4383
2021
Q1 		$880K Buy
+2,100
New +$882K ﹤0.01% 2436
2020
Q1 		– Sell
-2,100
Closed -$542K – 3582
2019
Q4 		$542K Buy
2,100
+1,100
+110% +$268K ﹤0.01% 2736
2019
Q3 		$218K Buy
+1,000
New +$232K ﹤0.01% 3139

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

John Overdeck's MSCI Position: Q2 2026 in Review

John Overdeck reduced its MSCI (MSCI) stake by 43% in Q2 2026, selling an estimated $147M and leaving 330,314 shares worth $185M. The position accounts for 0.13% of the portfolio, ranked #165.

John Overdeck first reported a position in MSCI in Q2 2013 and has held it in 41 quarters since. The position peaked at $314M in Q1 2026. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • John Overdeck held 330,314 shares of MSCI worth $185M as of Q2 2026.
  • John Overdeck sold 251,518 MSCI shares in Q2 2026, an estimated $147M.
  • MSCI made up 0.13% of John Overdeck's portfolio in Q2 2026, its #165 holding.
  • John Overdeck first reported a position in MSCI in Q2 2013 and has held it in 41 quarters since.
  • John Overdeck's MSCI position peaked at $314M in Q1 2026.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.