LP
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LMR Partners’s MSCI MSCI Stock Holding History

LMR Partners’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 		– Hold
0
– – – 1327
2024
Q1 		– Hold
0
– – – 1348
2023
Q4 		– Hold
0
– – – 1150
2023
Q2 		– Sell
-915
Closed -$512K – 1053
2023
Q1 		$512K Buy
915
+259
+39% +$137K 0.01% 726
2022
Q4 		$305K Buy
+656
New +$305K 0.01% 951
2020
Q3 		– Sell
-5,503
Closed -$1.84M – 573
2020
Q2 		$1.84M Buy
+5,503
New +$1.78M 0.05% 275
2020
Q1 		– Sell
-5,295
Closed -$1.37K – 378
2019
Q4 		$1.37K Buy
+5,295
New +$1.29M ﹤0.01% 174
2015
Q4 		– Sell
-99,936
Closed -$5.94M – 317
2015
Q3 		$5.94M Buy
+99,936
New +$6.29M 0.65% 38
2015
Q2 		– Sell
-25,673
Closed -$1.57M – 583
2015
Q1 		$1.57M Buy
+25,673
New +$1.43M 0.22% 123

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $14.5B AUM 5.7% 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 $187B AUM 18.48% 1-Year Est. Return