MSCI Inc. (MSCI)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 6 |
| Ownership rank: | 66 |
| % of all portfolios: | 0.078% |
| Hold Price * : | $582.93 |
| History | Portfolio Manager | Activity ▲ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | Jensen Investment Management | Add 11.65% | 1,080 | 0.01 | |
| ≡ | Polen Capital Management | Add 35.01% | 577,843 | 0.87 | |
| Q2 2024 | |||||
| ≡ | AKO Capital | Add 4.74% | 20,898 | 0.14 | |
| ≡ | Jensen Investment Management | Add 51.22% | 3,140 | 0.01 | |
| ≡ | Polen Capital Management | Add 1113.07% | 1,514,394 | 1.83 | |
| ≡ | Yacktman Asset Management | Buy | 7,110 | 0.03 | |
| ≡ | Daniel Loeb - Third Point | Buy | 150,000 | 0.83 | |
| ≡ | Triple Frond Partners | Buy | 57,920 | 3.27 | |
| Q1 2024 | |||||
| ≡ | Polen Capital Management | Add 0.55% | 750 | 0.00 | |
| ≡ | AKO Capital | Add 384.31% | 349,772 | 2.78 | |
| ≡ | Jensen Investment Management | Buy | 6,130 | 0.03 | |
| Q4 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 47.55% | 310 | 0.00 | |
| ≡ | AKO Capital | Buy | 91,012 | 0.73 | |
| Q3 2023 | |||||
| ≡ | Polen Capital Management | Buy | 139,245 | 0.19 | |
| Q1 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 110.40% | 743 | 0.01 | |
| Q4 2022 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.28% | 400 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Add 14.65% | 86 | 0.00 | |
| Q3 2022 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.35% | 500 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Add 1.17% | 2,447 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 587 | 0.01 | |
| Q2 2022 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.18% | 250 | 0.00 | |
| Q1 2022 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.01% | 29 | 0.00 | |
| ≡ | Thomas Gayner - Markel Group | Add 3.43% | 4,700 | 0.03 | |
| Q4 2021 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.21% | 451 | 0.00 | |
| ≡ | Polen Capital Management | Add 2.35% | 32,539 | 0.03 | |
| Q3 2021 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.36% | 758 | 0.00 | |
| ≡ | Polen Capital Management | Add 0.80% | 10,921 | 0.01 | |
| ≡ | Lee Ainslie - Maverick Capital | Add 191.01% | 170 | 0.00 | |
| Q2 2021 | |||||
| ≡ | Polen Capital Management | Add 0.38% | 5,158 | 0.01 | |
| ≡ | Terry Smith - Fundsmith | Add 0.55% | 1,149 | 0.00 | |
| Q1 2021 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.42% | 876 | 0.00 | |
| Q4 2020 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.12% | 247 | 0.00 | |
| ≡ | Polen Capital Management | Add 0.97% | 17,466 | 0.02 | |
| Q3 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 323.69% | 3,525 | 0.02 | |
| Q2 2020 | |||||
| ≡ | Terry Smith - Fundsmith | Add 1.52% | 3,114 | 0.00 | |
| ≡ | Polen Capital Management | Add 10.38% | 224,837 | 0.23 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 1,089 | 0.01 | |
| Q1 2020 | |||||
| ≡ | Terry Smith - Fundsmith | Add 2.15% | 4,306 | 0.01 | |
| ≡ | Polen Capital Management | Add 2.52% | 53,342 | 0.07 | |
| Q4 2019 | |||||
| ≡ | Polen Capital Management | Add 2.03% | 42,134 | 0.04 | |
| Q3 2019 | |||||
| ≡ | Terry Smith - Fundsmith | Add 2.72% | 5,300 | 0.01 | |
| ≡ | Polen Capital Management | Buy | 2,070,846 | 2.08 | |
| Q2 2019 | |||||
| ≡ | Terry Smith - Fundsmith | Add 3.10% | 5,850 | 0.01 | |
| Q1 2019 | |||||
| ≡ | Terry Smith - Fundsmith | Add 30.97% | 44,673 | 0.05 | |
| Q4 2018 | |||||
| ≡ | Terry Smith - Fundsmith | Buy | 144,247 | 0.14 | |
| Q3 2015 | |||||
| ≡ | ValueAct Capital | Add 0.00% | 351 | 0.00 | |
| ≡ | Thomas Gayner - Markel Group | Add 9.60% | 12,000 | 0.02 | |
| Q2 2015 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 9.65% | 11,000 | 0.02 | |
| Q1 2015 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 12.87% | 13,000 | 0.02 | |
| Q4 2014 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 17.44% | 15,000 | 0.02 | |
| Q3 2014 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 48.28% | 28,000 | 0.04 | |
| Q2 2014 | |||||
| ≡ | ValueAct Capital | Add 14.85% | 1,208,171 | 0.41 | |
| ≡ | Thomas Gayner - Markel Group | Add 75.76% | 25,000 | 0.03 | |
| Q1 2014 | |||||
| ≡ | ValueAct Capital | Add 9.11% | 679,000 | 0.22 | |
| ≡ | Thomas Gayner - Markel Group | Add 560.00% | 28,000 | 0.03 | |
| Q4 2013 | |||||
| ≡ | ValueAct Capital | Add 0.81% | 60,100 | 0.02 | |
| ≡ | Thomas Gayner - Markel Group | Buy | 5,000 | 0.01 | |
| Q3 2013 | |||||
| ≡ | ValueAct Capital | Add 19.25% | 1,193,395 | 0.43 | |
| Q2 2013 | |||||
| ≡ | ValueAct Capital | Add 0.67% | 41,409 | 0.01 | |
| Q4 2012 | |||||
| ≡ | ValueAct Capital | Buy | 6,159,213 | 2.43 | |
| Q3 2009 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Buy | 4,668,255 | 1.79 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.