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	–	Sell	-1,900	Closed	-$1.06M	–	1237
2024 Q1	$1.06M	Hold	1,900	–	–	0.01%	671
2023 Q4	$1.07M	Buy	+1,900	New	+$981K	0.01%	572

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LMR Partners's MSCI Position: Q2 2023 in Review

LMR Partners sold out of MSCI (MSCI) in Q2 2023, closing a stake of 915 shares — an estimated $512K sold.

LMR Partners first reported a position in MSCI in Q1 2015 and held it in 6 quarters. The position peaked at $5.94M in Q3 2015. 812 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

LMR Partners reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
LMR Partners sold 915 MSCI shares in Q2 2023, an estimated $512K.
LMR Partners first reported a position in MSCI in Q1 2015 and held it in 6 quarters.
LMR Partners's MSCI position peaked at $5.94M in Q3 2015.
812 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on LMR Partners's 13F filing for Q2 2023, filed 14 Aug 2023.