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Lee Ainslie’s MSCI MSCI Stock Holding History

Lee Ainslie’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
-481
Closed -$270K – 400
2024
Q1 		$270K Sell
481
-481
-50% -$270K 0.01% 366
2023
Q4 		$544K Buy
962
+310
+48% +$160K 0.01% 177
2023
Q3 		$335K Sell
652
-616
-49% -$324K 0.01% 212
2023
Q2 		$595K Sell
1,268
-148
-10% -$72.2K 0.01% 213
2023
Q1 		$793K Buy
1,416
+743
+110% +$393K 0.02% 177
2022
Q4 		$313K Buy
673
+86
+15% +$40K 0.01% 272
2022
Q3 		$248K Buy
+587
New +$269K 0.01% 271
2022
Q1 		– Sell
-124
Closed -$76K – 320
2021
Q4 		$76K Sell
124
-135
-52% -$84.7K ﹤0.01% 264
2021
Q3 		$158K Buy
259
+170
+191% +$104K ﹤0.01% 551
2021
Q2 		$47K Sell
89
-79
-47% -$37.7K ﹤0.01% 613
2021
Q1 		$70K Sell
168
-294
-64% -$124K ﹤0.01% 618
2020
Q4 		$206K Sell
462
-4,152
-90% -$1.63M ﹤0.01% 524
2020
Q3 		$1.65M Buy
4,614
+3,525
+324% +$1.28M 0.03% 171
2020
Q2 		$364K Buy
+1,089
New +$352K 0.01% 480

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 $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lee Ainslie's MSCI Position: Q2 2024 in Review

Lee Ainslie sold out of MSCI (MSCI) in Q2 2024, closing a stake of 481 shares — an estimated $270K sold.

Lee Ainslie first reported a position in MSCI in Q2 2020 and held it in 14 quarters. The position peaked at $1.65M in Q3 2020. 935 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Lee Ainslie reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Lee Ainslie sold 481 MSCI shares in Q2 2024, an estimated $270K.
  • Lee Ainslie first reported a position in MSCI in Q2 2020 and held it in 14 quarters.
  • Lee Ainslie's MSCI position peaked at $1.65M in Q3 2020.
  • 935 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.