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Totem Point Management’s MSCI MSCI Stock Holding History

Totem Point 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
2024
Q4 		– Sell
-9,806
Closed -$5.72M – 19
2024
Q3 		$5.72M Buy
+9,806
New +$5.32M 6.04% 7
2024
Q2 		– Sell
-17,372
Closed -$9.74M – 19
2024
Q1 		$9.74M Buy
17,372
+885
+5% +$498K 10.65% 3
2023
Q4 		$9.33M Buy
16,487
+5,357
+48% +$2.77M 12.09% 1
2023
Q3 		$5.71M Sell
11,130
-7,236
-39% -$3.8M 8.1% 7
2023
Q2 		$8.62M Sell
18,366
-663
-3% -$323K 7.87% 4
2023
Q1 		$10.7M Buy
19,029
+38
+0.2% +$20.1K 10.26% 2
2022
Q4 		$8.83M Buy
18,991
+13,416
+241% +$6.24M 11.98% 4
2022
Q3 		$2.35M Buy
+5,575
New +$2.55M 4.06% 8
2020
Q4 		– Sell
-49,688
Closed -$17.7M – 20
2020
Q3 		$17.7M Buy
49,688
+513
+1% +$186K 5.88% 9
2020
Q2 		$16.4M Buy
49,175
+6,275
+15% +$2.03M 5.99% 9
2020
Q1 		$12.4M Buy
42,900
+36,202
+540% +$10.3M 6.34% 8
2019
Q4 		$1.73M Sell
6,698
-17,747
-73% -$4.33M 0.74% 15
2019
Q3 		$5.32M Sell
24,445
-18,869
-44% -$4.37M 2.93% 12
2019
Q2 		$10.3M Sell
43,314
-11,374
-21% -$2.55M 4.98% 11
2019
Q1 		$10.9M Buy
54,688
+20,488
+60% +$3.56M 6.95% 6
2018
Q4 		$5.04M Buy
+34,200
New +$5.21M 3.78% 13

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Totem Point Management's MSCI Position: Q4 2024 in Review

Totem Point Management sold out of MSCI (MSCI) in Q4 2024, closing a stake of 9,806 shares — an estimated $5.72M sold.

Totem Point Management first reported a position in MSCI in Q4 2018 and held it in 16 quarters. The position peaked at $17.7M in Q3 2020. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Totem Point Management reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Totem Point Management sold 9,806 MSCI shares in Q4 2024, an estimated $5.72M.
  • Totem Point Management first reported a position in MSCI in Q4 2018 and held it in 16 quarters.
  • Totem Point Management's MSCI position peaked at $17.7M in Q3 2020.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Totem Point Management's 13F filing for Q4 2024, filed 14 Feb 2025.