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Polar Capital Holdings’s MSCI MSCI Stock Holding History

Polar Capital Holdings’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
Q1 		– Sell
-9,366
Closed -$5.3M – 298
2023
Q4 		$5.3M Sell
9,366
-3,534
-27% -$1.82M 0.03% 234
2023
Q3 		$6.62M Sell
12,900
-3,612
-22% -$1.9M 0.05% 213
2023
Q2 		$7.75M Sell
16,512
-12,092
-42% -$5.9M 0.04% 212
2023
Q1 		$16M Buy
28,604
+4,043
+16% +$2.14M 0.1% 158
2022
Q4 		$11.4M Buy
24,561
+71
+0.3% +$33K 0.09% 184
2022
Q3 		$10.3M Buy
24,490
+746
+3% +$341K 0.07% 186
2022
Q2 		$9.79M Buy
23,744
+14,966
+170% +$6.52M 0.06% 200
2022
Q1 		$4.41M Buy
+8,778
New +$4.55M 0.02% 278

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Polar Capital Holdings's MSCI Position: Q1 2024 in Review

Polar Capital Holdings sold out of MSCI (MSCI) in Q1 2024, closing a stake of 9,366 shares — an estimated $5.3M sold.

Polar Capital Holdings first reported a position in MSCI in Q1 2022 and held it in 8 quarters. The position peaked at $16M in Q1 2023. 922 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Polar Capital Holdings reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • Polar Capital Holdings sold 9,366 MSCI shares in Q1 2024, an estimated $5.3M.
  • Polar Capital Holdings first reported a position in MSCI in Q1 2022 and held it in 8 quarters.
  • Polar Capital Holdings's MSCI position peaked at $16M in Q1 2023.
  • 922 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Polar Capital Holdings's 13F filing for Q1 2024, filed 15 May 2024.