Paloma Partners’s MSCI MSCI Stock Holding History

Paloma 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	-8,579	Closed	-$4.81M	–	1393
2024 Q1	$4.81M	Buy	+8,579	New	+$4.82M	0.25%	90
2020 Q4	–	Sell	-300	Closed	-$107K	–	2026
2020 Q3	$107K	Buy	+300	New	+$109K	﹤0.01%	1896

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

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

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

Paloma Partners's MSCI Position: Q4 2024 in Review

Paloma Partners sold out of MSCI (MSCI) in Q4 2024, closing a stake of 1,100 shares — an estimated $641K sold.

Paloma Partners first reported a position in MSCI in Q2 2013 and held it in 31 quarters. The position peaked at $12.5M in Q4 2021. 1,068 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

Paloma Partners reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 1,100 MSCI shares in Q4 2024, an estimated $641K.
Paloma Partners first reported a position in MSCI in Q2 2013 and held it in 31 quarters.
Paloma Partners's MSCI position peaked at $12.5M in Q4 2021.
1,068 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.