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Moody Lynn & Lieberson’s MSCI MSCI Stock Holding History

Moody Lynn & Lieberson’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
2026
Q2 		$756K Buy
1,350
+20
+2% +$11.7K 0.04% 140
2026
Q1 		$717K Hold
1,330
– – 0.04% 140
2025
Q4 		$763K Sell
1,330
-75
-5% -$42.1K 0.04% 135
2025
Q3 		$797K Buy
1,405
+30
+2% +$17K 0.04% 134
2025
Q2 		$793K Hold
1,375
– – 0.05% 135
2025
Q1 		$778K Hold
1,375
– – 0.05% 136
2024
Q4 		$825K Buy
1,375
+7
+0.5% +$4.2K 0.05% 130
2024
Q3 		$797K Hold
1,368
– – 0.05% 141
2024
Q2 		$659K Hold
1,368
– – 0.04% 144
2024
Q1 		$767K Buy
1,368
+1
+0.1% +$562 0.05% 132
2023
Q4 		$773K Buy
1,367
+4
+0.3% +$2.06K 0.06% 132
2023
Q3 		$699K Sell
1,363
-5
-0.4% -$2.63K 0.06% 125
2023
Q2 		$642K Sell
1,368
-20
-1% -$9.76K 0.05% 135
2023
Q1 		$777K Buy
1,388
+11
+0.8% +$5.82K 0.07% 120
2022
Q4 		$640K Sell
1,377
-32
-2% -$14.9K 0.06% 137
2022
Q3 		$594K Hold
1,409
– – 0.06% 131
2022
Q2 		$581K Sell
1,409
-10
-0.7% -$4.35K 0.05% 139
2022
Q1 		$714K Buy
1,419
+12
+0.9% +$6.22K 0.05% 135
2021
Q4 		$862K Buy
1,407
+3
+0.2% +$1.88K 0.06% 130
2021
Q3 		$854K Hold
1,404
– – 0.06% 127
2021
Q2 		$748K Hold
1,404
– – 0.06% 133
2021
Q1 		$589K Sell
1,404
-1,489
-51% -$626K 0.05% 145
2020
Q4 		$1.29M Buy
2,893
+245
+9% +$96.1K 0.11% 101
2020
Q3 		$945K Sell
2,648
-35
-1% -$12.7K 0.09% 103
2020
Q2 		$896K Hold
2,683
– – 0.1% 94
2020
Q1 		$775 Sell
2,683
-54
-2% -$15.3K 0.11% 88
2019
Q4 		$707K Sell
2,737
-1,130
-29% -$275K 0.07% 131
2019
Q3 		$842K Buy
3,867
+17
+0.4% +$3.94K 0.09% 102
2019
Q2 		$919K Hold
3,850
– – 0.1% 110
2019
Q1 		$766K Sell
3,850
-99
-3% -$17.2K 0.09% 107
2018
Q4 		$582K Hold
3,949
– – 0.08% 121
2018
Q3 		$701K Sell
3,949
-7
-0.2% -$1.22K 0.07% 129
2018
Q2 		$654K Buy
3,956
+936
+31% +$148K 0.08% 128
2018
Q1 		$451K Buy
+3,020
New +$433K 0.05% 161

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Moody Lynn & Lieberson's MSCI Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its MSCI (MSCI) stake by 1.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,350 shares worth $756K. The position accounts for 0.04% of the portfolio, ranked #140.

Moody Lynn & Lieberson first reported a position in MSCI in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.29M in Q4 2020. 346 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Moody Lynn & Lieberson held 1,350 shares of MSCI worth $756K as of Q2 2026.
  • Moody Lynn & Lieberson bought 20 MSCI shares in Q2 2026, an estimated $11.7K.
  • MSCI made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #140 holding.
  • Moody Lynn & Lieberson first reported a position in MSCI in Q1 2018 and has held it in 34 quarters since.
  • Moody Lynn & Lieberson's MSCI position peaked at $1.29M in Q4 2020.
  • 346 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.