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La Financiere de L'Echiquier’s MSCI MSCI Stock Holding History

La Financiere de L'Echiquier’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
Q2 		– Sell
-19,700
Closed -$11M – 114
2024
Q1 		$11M Sell
19,700
-2,000
-9% -$1.12M 0.48% 43
2023
Q4 		$12.3M Sell
21,700
-8,800
-29% -$4.54M 0.57% 41
2023
Q3 		$15.6M Sell
30,500
-3,200
-9% -$1.68M 0.81% 33
2023
Q2 		$15.8M Sell
33,700
-2,000
-6% -$976K 0.79% 32
2023
Q1 		$20M Buy
+35,700
New +$18.9M 1.05% 28

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 $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

La Financiere de L'Echiquier's MSCI Position: Q2 2024 in Review

La Financiere de L'Echiquier sold out of MSCI (MSCI) in Q2 2024, closing a stake of 19,700 shares — an estimated $11M sold.

La Financiere de L'Echiquier first reported a position in MSCI in Q1 2023 and held it in 5 quarters. The position peaked at $20M in Q1 2023. 934 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • La Financiere de L'Echiquier reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • La Financiere de L'Echiquier sold 19,700 MSCI shares in Q2 2024, an estimated $11M.
  • La Financiere de L'Echiquier first reported a position in MSCI in Q1 2023 and held it in 5 quarters.
  • La Financiere de L'Echiquier's MSCI position peaked at $20M in Q1 2023.
  • 934 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.