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Perpetual Ltd’s MSCI MSCI Stock Holding History

Perpetual Ltd’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
-944
Closed -$566K – 428
2024
Q4 		$566K Sell
944
-912
-49% -$547K 0.01% 314
2024
Q3 		$1.08M Sell
1,856
-725
-28% -$393K 0.01% 254
2024
Q2 		$1.24M Sell
2,581
-163
-6% -$80.9K 0.01% 248
2024
Q1 		$1.54M Buy
2,744
+11
+0.4% +$6.18K 0.02% 239
2023
Q4 		$1.55M Sell
2,733
-3
-0.1% -$1.55K 0.02% 225
2023
Q3 		$1.4M Sell
2,736
-906
-25% -$476K 0.01% 241
2023
Q2 		$1.71M Sell
3,642
-77
-2% -$37.6K 0.01% 255
2023
Q1 		$2.08M Buy
+3,719
New +$1.97M 0.02% 240
2020
Q3 		$233K Buy
+654
New +$237K 0.02% 251

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perpetual Ltd's MSCI Position: Q1 2025 in Review

Perpetual Ltd sold out of MSCI (MSCI) in Q1 2025, closing a stake of 944 shares — an estimated $566K sold.

Perpetual Ltd first reported a position in MSCI in Q3 2020 and held it in 9 quarters. The position peaked at $2.08M in Q1 2023. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Perpetual Ltd reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Perpetual Ltd sold 944 MSCI shares in Q1 2025, an estimated $566K.
  • Perpetual Ltd first reported a position in MSCI in Q3 2020 and held it in 9 quarters.
  • Perpetual Ltd's MSCI position peaked at $2.08M in Q1 2023.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Perpetual Ltd's 13F filing for Q1 2025, filed 24 Apr 2025.