MSCI MSCI INC

Ownership history in INCEPTIONR LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC 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
0.32% (2025 Q2)
Avg. % of fund
0.23%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 903 -1,520 -62.7% 0.12% $512K $563.41
2025 Q2 ADDED 2,423 +394 +19.4% 0.32% $1.4M $570.85
2024 Q4 ADDED 2,029 +1,014 +99.9% 0.27% $1.2M $590.16
2024 Q1 REDUCED 1,015 -40 -3.8% 0.15% $569K $546.44
2023 Q3 ADDED 1,055 +142 +15.6% 0.31% $541K $497.48
2022 Q4 INITIATED 913 0.22% $425K
% of Fund (quarterly)    MSCI price (monthly, adj. close)
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