MSCI — MSCI INC

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
0.06% (2024 Q4)
Avg. % of fund
0.03%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 491 -984 -66.7% 0.02% $279K $563.41
2025 Q2 ADDED 1,475 +948 +179.9% 0.04% $851K $570.85
2025 Q1 ADDED 527 +12 +2.3% 0.02% $298K $557.97
2024 Q4 ADDED 515 +38 +8.0% 0.06% $309K $590.16
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSCI price (monthly, adj. close)

Other funds also holding MSCI

As of 2025 Q4 — sorted by position size

GCQ FUNDS MANAGEMENT PTY Ltd 15.25% Ritter Alpha, LP 9.25% Meritage Group LP 3Y 7Y 8.33% Geo Capital Gestora de Recursos Ltd 3Y 7Y 7.87% GOBI CAPITAL LLC 3Y 7Y 7.14% GFI Investment Counsel Ltd. 3Y 7Y 6.23% Quantum Capital Management, LLC / NJ 3Y 7Y 5.81% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 5.13% YCG, LLC 3Y 7Y 4.77% Bowie Capital Management, LLC 3Y 7Y 4.56%
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