PCH
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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 0.05% 212
2023
Q1 		$16M Buy
28,604
+4,043
+16% +$2.14M 0.12% 158
2022
Q4 		$11.4M Buy
24,561
+71
+0.3% +$33K 0.09% 184
2022
Q3 		$10.3K Buy
24,490
+746
+3% +$341K 0.07% 186
2022
Q2 		$9.79K Buy
23,744
+14,966
+170% +$6.52M 0.06% 200
2022
Q1 		$4.41K Buy
+8,778
New +$4.55M 0.02% 278

Other funds holding MSCI

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return