Oarsman Capital’s MSCI MSCI Stock Holding History

Oarsman Capital’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	-48	Closed	-$28.8K	–	612
2024 Q4	$28.8K	Buy	48 +3	+7%	+$1.8K	0.01%	546
2024 Q3	$26.2K	Buy	+45	New	+$24.4K	﹤0.01%	560

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oarsman Capital's MSCI Position: Q1 2025 in Review

Oarsman Capital sold out of MSCI (MSCI) in Q1 2025, closing a stake of 48 shares — an estimated $28.8K sold.

Oarsman Capital first reported a position in MSCI in Q3 2024 and held it in 2 quarters. The position peaked at $28.8K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Oarsman Capital reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 48 MSCI shares in Q1 2025, an estimated $28.8K.
Oarsman Capital first reported a position in MSCI in Q3 2024 and held it in 2 quarters.
Oarsman Capital's MSCI position peaked at $28.8K in Q4 2024.
1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.