Thoroughbred Financial Services’s MSCI MSCI Stock Holding History

Thoroughbred Financial Services’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	-346	Closed	-$207K	–	713
2024 Q4	$207K	Hold	346	–	–	0.01%	645
2024 Q3	$201K	Buy	+346	New	+$188K	0.01%	631
2024 Q1	–	Sell	-354	Closed	-$200K	–	559
2023 Q4	$200K	Buy	+354	New	+$183K	0.02%	577
2023 Q3	–	Sell	-468	Closed	-$219K	–	581
2023 Q2	$219K	Hold	468	–	–	0.03%	381
2023 Q1	$262K	Hold	468	–	–	0.04%	345
2022 Q4	$217K	Sell	468 -10	-2%	-$4.65K	0.04%	355
2022 Q3	$201K	Buy	+478	New	+$219K	0.04%	348
2021 Q4	–	Sell	-344	Closed	-$209K	–	348
2021 Q3	$209K	Buy	+344	New	+$210K	0.05%	303
2021 Q2	–	Sell	-482	Closed	-$202K	–	303
2021 Q1	$202K	Buy	482 +3	+0.6%	+$1.26K	0.06%	264
2020 Q4	$214K	Buy	+479	New	+$188K	0.07%	226

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thoroughbred Financial Services's MSCI Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of MSCI (MSCI) in Q1 2025, closing a stake of 346 shares — an estimated $207K sold.

Thoroughbred Financial Services first reported a position in MSCI in Q4 2020 and held it in 10 quarters. The position peaked at $262K in Q1 2023. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Thoroughbred Financial Services reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 346 MSCI shares in Q1 2025, an estimated $207K.
Thoroughbred Financial Services first reported a position in MSCI in Q4 2020 and held it in 10 quarters.
Thoroughbred Financial Services's MSCI position peaked at $262K in Q1 2023.
1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.