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Lindbrook Capital’s MSCI MSCI Stock Holding History

Lindbrook Capital’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 		$192K Buy
339
+89
+36% +$51.7K 0.02% 429
2024
Q4 		$150K Buy
250
+7
+3% +$4.2K 0.01% 446
2024
Q3 		$142K Buy
243
+10
+4% +$5.42K 0.01% 466
2024
Q2 		$112K Sell
233
-66
-22% -$32.7K 0.01% 500
2024
Q1 		$168K Buy
299
+17
+6% +$9.56K 0.02% 395
2023
Q4 		$160K Buy
282
+102
+57% +$52.7K 0.02% 389
2023
Q3 		$92.4K Hold
180
– – 0.01% 491
2023
Q2 		$84.5K Sell
180
-27
-13% -$13.2K 0.01% 537
2023
Q1 		$116K Hold
207
– – 0.01% 447
2022
Q4 		$96.3K Buy
207
+69
+50% +$32.1K 0.01% 494
2022
Q3 		$58K Buy
138
+2
+1% +$916 0.01% 599
2022
Q2 		$56K Buy
136
+17
+14% +$7.4K 0.01% 617
2022
Q1 		$60K Sell
119
-1
-0.8% -$519 0.01% 632
2021
Q4 		$74K Sell
120
-3
-2% -$1.88K 0.01% 591
2021
Q3 		$75K Buy
123
+5
+4% +$3.06K 0.02% 334
2021
Q2 		$63K Hold
118
– – 0.01% 403
2021
Q1 		$49K Buy
118
+12
+11% +$5.04K 0.01% 450
2020
Q4 		$47K Hold
106
– – 0.01% 420
2020
Q3 		$38K Buy
106
+16
+18% +$5.81K 0.01% 423
2020
Q2 		$30K Buy
90
+2
+2% +$647 0.01% 492
2020
Q1 		$25K Buy
88
+26
+42% +$7.36K 0.01% 478
2019
Q4 		$16K Hold
62
– – 0.01% 802
2019
Q3 		$14K Buy
62
+2
+3% +$463 0.01% 815
2019
Q2 		$14K Hold
60
– – 0.01% 797
2019
Q1 		$11K Buy
60
+42
+233% +$7.31K ﹤0.01% 865
2018
Q4 		$2K Buy
+18
New +$2.74K ﹤0.01% 1191

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
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 $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Lindbrook Capital's MSCI Position: Q1 2025 in Review

Lindbrook Capital increased its MSCI (MSCI) stake by 36% in Q1 2025, buying an estimated $51.7K and bringing the position to 339 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #429.

Lindbrook Capital first reported a position in MSCI in Q4 2018 and has held it in 26 quarters since. 1,079 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Lindbrook Capital held 339 shares of MSCI worth $192K as of Q1 2025.
  • Lindbrook Capital bought 89 MSCI shares in Q1 2025, an estimated $51.7K.
  • MSCI made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #429 holding.
  • Lindbrook Capital first reported a position in MSCI in Q4 2018 and has held it in 26 quarters since.
  • 1,079 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

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