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SCGE Management’s MSCI MSCI Stock Holding History

SCGE Management’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
2020
Q4 		– Sell
-339,000
Closed -$121M – 34
2020
Q3 		$121M Sell
339,000
-103,000
-23% -$37.4M 1.88% 18
2020
Q2 		$148M Buy
442,000
+32,000
+8% +$10.3M 2.85% 14
2020
Q1 		$118M Buy
+410,000
New +$116M 3.73% 13

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SCGE Management's MSCI Position: Q4 2020 in Review

SCGE Management sold out of MSCI (MSCI) in Q4 2020, closing a stake of 339,000 shares — an estimated $121M sold.

SCGE Management first reported a position in MSCI in Q1 2020 and held it in 3 quarters. The position peaked at $148M in Q2 2020. 763 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.

  • SCGE Management reported no remaining MSCI position as of Q4 2020 after selling out during the quarter.
  • SCGE Management sold 339,000 MSCI shares in Q4 2020, an estimated $121M.
  • SCGE Management first reported a position in MSCI in Q1 2020 and held it in 3 quarters.
  • SCGE Management's MSCI position peaked at $148M in Q2 2020.
  • 763 funds tracked by Wall St. Rank held MSCI as of Q4 2020.

Based on SCGE Management's 13F filing for Q4 2020, filed 17 Feb 2021.