WCM Investment Management
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WCM Investment Management’s MSCI MSCI Stock Holding History

WCM Investment 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
2023
Q2 		– Sell
-777,078
Closed -$435M – 224
2023
Q1 		$435M Sell
777,078
-38,603
-5% -$20.4M 1.39% 26
2022
Q4 		$379M Buy
815,681
+36,799
+5% +$17.1M 1.27% 23
2022
Q3 		$330M Buy
778,882
+79,971
+11% +$36.6M 1.18% 26
2022
Q2 		$290M Sell
698,911
-30,372
-4% -$13.2M 1.04% 32
2022
Q1 		$367M Buy
729,283
+9,990
+1% +$5.18M 1.02% 32
2021
Q4 		$441M Buy
719,293
+29,741
+4% +$18.7M 0.99% 28
2021
Q3 		$419M Buy
689,552
+50,415
+8% +$30.8M 0.97% 28
2021
Q2 		$341M Sell
639,137
-1,357
-0.2% -$647K 0.87% 27
2021
Q1 		$269M Buy
640,494
+19,242
+3% +$8.08M 0.74% 30
2020
Q4 		$277M Buy
621,252
+87,517
+16% +$34.3M 0.75% 28
2020
Q3 		$190M Buy
533,735
+44,939
+9% +$16.3M 0.67% 33
2020
Q2 		$163M Buy
488,796
+47,951
+11% +$15.5M 0.63% 29
2020
Q1 		$127M Buy
+440,845
New +$125M 0.7% 27

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WCM Investment Management's MSCI Position: Q2 2023 in Review

WCM Investment Management sold out of MSCI (MSCI) in Q2 2023, closing a stake of 777,078 shares — an estimated $435M sold.

WCM Investment Management first reported a position in MSCI in Q1 2020 and held it in 13 quarters. The position peaked at $441M in Q4 2021. 812 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • WCM Investment Management reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • WCM Investment Management sold 777,078 MSCI shares in Q2 2023, an estimated $435M.
  • WCM Investment Management first reported a position in MSCI in Q1 2020 and held it in 13 quarters.
  • WCM Investment Management's MSCI position peaked at $441M in Q4 2021.
  • 812 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on WCM Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.