Oak Ridge Investments’s MSCI MSCI Stock Holding History

Oak Ridge Investments’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	–	Sell	-1,069	Closed	-$641K	–	167
2024 Q4	$641K	Sell	1,069 -11	-1%	-$6.6K	0.05%	138
2024 Q3	$630K	Sell	1,080 -23	-2%	-$12.5K	0.05%	131
2024 Q2	$531K	Buy	1,103 +3	+0.3%	+$1.49K	0.05%	131
2024 Q1	$616K	Sell	1,100 -141	-11%	-$79.3K	0.06%	131
2023 Q4	$702K	Sell	1,241 -77	-6%	-$39.7K	0.08%	132
2023 Q3	$676K	Sell	1,318 -3	-0.2%	-$1.58K	0.09%	130
2023 Q2	$620K	Sell	1,321 -25	-2%	-$12.2K	0.08%	132
2023 Q1	$753K	Buy	1,346 +94	+8%	+$49.7K	0.1%	127
2022 Q4	$582K	Hold	1,252	–	–	0.09%	135
2022 Q3	$528K	Hold	1,252	–	–	0.08%	142
2022 Q2	$516K	Hold	1,252	–	–	0.08%	138
2022 Q1	$630K	Sell	1,252 -3	-0.2%	-$1.56K	0.07%	140
2021 Q4	$769K	Buy	+1,255	New	+$787K	0.06%	142

Other funds holding MSCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oak Ridge Investments's MSCI Position: Q1 2025 in Review

Oak Ridge Investments sold out of MSCI (MSCI) in Q1 2025, closing a stake of 1,069 shares — an estimated $641K sold.

Oak Ridge Investments first reported a position in MSCI in Q4 2021 and held it in 13 quarters. The position peaked at $769K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Oak Ridge Investments reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Oak Ridge Investments sold 1,069 MSCI shares in Q1 2025, an estimated $641K.
Oak Ridge Investments first reported a position in MSCI in Q4 2021 and held it in 13 quarters.
Oak Ridge Investments's MSCI position peaked at $769K in Q4 2021.
1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Oak Ridge Investments's 13F filing for Q1 2025, filed 13 May 2025.