MSCI β€” MSCI INC

Ownership history in Fielder Capital Group LLC  Β·  4 quarters on record

AI Ownership Summary

Fielder Capital Group LLC reported MSCI INC (MSCI) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows MSCI at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fielder Capital Group LLC's position in MSCI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MSCI was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fielder Capital Group LLC held MSCI β€” position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 581 -27 -4.4% 0.08% $330K 2025-11-06 $576.30
2025 Q2 REDUCED 608 -88 -12.6% 0.09% $351K 2025-07-31 $555.63
2025 Q1 REDUCED 696 -64 -8.4% 0.11% $394K 2025-05-07 $545.31
2024 Q4 INITIATED 760 β€” β€” 0.14% $456K 2025-02-05 $572.57

FAQ About Fielder Capital Group LLC and MSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fielder Capital Group LLC reported owning MSCI?

Fielder Capital Group LLC reported MSCI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported MSCI position in Fielder Capital Group LLC's portfolio?

The largest reported portfolio weight for MSCI was 0.14% in 2024 Q4.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2025 Q3, when Fielder Capital Group LLC reported 581 shares, equal to 0.08% of portfolio, with an estimated market value of $330K.

What does the chart on this MSCI ownership page compare?

The chart compares Fielder Capital Group LLC's quarterly MSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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