MSCI MSCI INC

Ownership history in BURNEY CO/  ·  9 quarters on record

This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in MSCI INC (MSCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q4)
Avg. % of fund
0.02%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 411 -5 -1.2% 0.01% $233K $563.41
2025 Q2 REDUCED 416 -805 -65.9% 0.01% $240K $570.85
2025 Q1 REDUCED 1,221 -30 -2.4% 0.03% $690K $557.97
2024 Q4 ADDED 1,251 +100 +8.7% 0.03% $751K $590.16
2024 Q3 ADDED 1,151 +190 +19.8% 0.02% $671K $571.85
2024 Q2 ADDED 961 +25 +2.7% 0.02% $463K $471.25
2024 Q1 ADDED 936 +106 +12.8% 0.02% $525K $546.44
2023 Q4 REDUCED 830 -4 -0.5% 0.02% $469K $549.97
2023 Q3 INITIATED 834 0.02% $428K
% of Fund (quarterly)    MSCI price (monthly, adj. close)
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