TwinBeech Capital’s MSCI MSCI Stock Holding History

TwinBeech Capital’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 Q3	–	Sell	-19,695	Closed	-$11.4M	–	739
2025 Q2	$11.4M	Buy	19,695 +13,954	+243%	+$7.72M	0.26%	108
2025 Q1	$3.25M	Sell	5,741 -28,562	-83%	-$16.6M	0.06%	317
2024 Q4	$20.6M	Buy	+34,303	New	+$20.6M	0.35%	95
2024 Q3	–	Sell	-5,119	Closed	-$2.47M	–	810
2024 Q2	$2.47M	Sell	5,119 -74,460	-94%	-$36.9M	0.05%	311
2024 Q1	$44.6M	Buy	79,579 +70,297	+757%	+$39.5M	0.92%	28
2023 Q4	$5.25M	Buy	+9,282	New	+$4.79M	0.08%	266
2023 Q3	–	Sell	-113,306	Closed	-$53.2M	–	811
2023 Q2	$53.2M	Buy	+113,306	New	+$55.3M	1.05%	13
2022 Q2	–	Sell	-9,391	Closed	-$4.72M	–	646
2022 Q1	$4.72M	Buy	+9,391	New	+$4.87M	0.21%	133
2021 Q4	–	Sell	-5,902	Closed	-$3.59M	–	721
2021 Q3	$3.59M	Buy	+5,902	New	+$3.61M	0.25%	118
2020 Q4	–	Sell	-3,175	Closed	-$1.13M	–	554
2020 Q3	$1.13M	Buy	+3,175	New	+$1.15M	0.25%	126
2020 Q1	–	Sell	-3,716	Closed	-$959K	–	409
2019 Q4	$959K	Buy	+3,716	New	+$906K	0.28%	120

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TwinBeech Capital's MSCI Position: Q3 2025 in Review

TwinBeech Capital sold out of MSCI (MSCI) in Q3 2025, closing a stake of 19,695 shares — an estimated $11.4M sold.

TwinBeech Capital first reported a position in MSCI in Q4 2019 and held it in 11 quarters. The position peaked at $53.2M in Q2 2023. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

TwinBeech Capital reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 19,695 MSCI shares in Q3 2025, an estimated $11.4M.
TwinBeech Capital first reported a position in MSCI in Q4 2019 and held it in 11 quarters.
TwinBeech Capital's MSCI position peaked at $53.2M in Q2 2023.
1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.