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Susquehanna Fundamental Investments’s MSCI MSCI Stock Holding History

Susquehanna Fundamental Investments’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
Q2 		– Sell
-26,286
Closed -$14.9M – 911
2025
Q1 		$14.9M Buy
26,286
+24,064
+1,083% +$14M 0.21% 114
2024
Q4 		$1.33M Buy
+2,222
New +$1.33M 0.02% 631
2024
Q2 		– Sell
-5,843
Closed -$3.27M – 986
2024
Q1 		$3.27M Buy
5,843
+3,174
+119% +$1.78M 0.15% 168
2023
Q4 		$1.51M Sell
2,669
-538
-17% -$278K 1.53% 16
2023
Q3 		$1.65M Hold
3,207
– – 0.11% 159
2023
Q2 		$1.51M Sell
3,207
-40,349
-93% -$19.7M 0.06% 281
2023
Q1 		$24.4M Sell
43,556
-2,958
-6% -$1.56M 0.57% 39
2022
Q4 		$21.6M Buy
46,514
+17,369
+60% +$8.08M 0.37% 60
2022
Q3 		$12.3M Buy
+29,145
New +$13.3M 0.21% 127
2022
Q1 		$15.7M Buy
31,261
+13,857
+80% +$7.19M 0.31% 59
2021
Q4 		$10.7M Sell
17,404
-12,925
-43% -$8.11M 0.28% 78
2021
Q3 		$18.4M Buy
30,329
+12,825
+73% +$7.84M 0.34% 46
2021
Q2 		$9.33M Buy
17,504
+3,000
+21% +$1.43M 0.17% 152
2021
Q1 		$6.08M Buy
+14,504
New +$6.09M 0.1% 273

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Susquehanna Fundamental Investments's MSCI Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of MSCI (MSCI) in Q2 2025, closing a stake of 26,286 shares — an estimated $14.9M sold.

Susquehanna Fundamental Investments first reported a position in MSCI in Q1 2021 and held it in 14 quarters. The position peaked at $24.4M in Q1 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Susquehanna Fundamental Investments reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 26,286 MSCI shares in Q2 2025, an estimated $14.9M.
  • Susquehanna Fundamental Investments first reported a position in MSCI in Q1 2021 and held it in 14 quarters.
  • Susquehanna Fundamental Investments's MSCI position peaked at $24.4M in Q1 2023.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.