LTAS
MSCI icon

Linden Thomas Advisory Services’s MSCI MSCI Stock Holding History

Linden Thomas Advisory Services’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
-1,897
Closed -$1.06M – 469
2024
Q1 		$1.06M Buy
1,897
+102
+6% +$57.3K 0.17% 250
2023
Q4 		$1.02M Buy
1,795
+174
+11% +$89.8K 0.19% 230
2023
Q3 		$832K Buy
+1,621
New +$852K 0.19% 235

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 $3.38T AUM 44.17% 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

Linden Thomas Advisory Services's MSCI Position: Q2 2024 in Review

Linden Thomas Advisory Services sold out of MSCI (MSCI) in Q2 2024, closing a stake of 1,897 shares — an estimated $1.06M sold.

Linden Thomas Advisory Services first reported a position in MSCI in Q3 2023 and held it in 3 quarters. The position peaked at $1.06M in Q1 2024. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Linden Thomas Advisory Services reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 1,897 MSCI shares in Q2 2024, an estimated $1.06M.
  • Linden Thomas Advisory Services first reported a position in MSCI in Q3 2023 and held it in 3 quarters.
  • Linden Thomas Advisory Services's MSCI position peaked at $1.06M in Q1 2024.
  • 937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2024, filed 10 Jul 2024.