MSCI — MSCI INC

Ownership history in SYM FINANCIAL Corp  ·  4 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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% (2025 Q1)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 390 -117 -23.1% 0.02% $221K $563.41
2025 Q2 REDUCED 507 -414 -45.0% 0.03% $292K $570.85
2025 Q1 ADDED 921 +425 +85.7% 0.06% $521K $557.97
2024 Q4 INITIATED 496 — — 0.04% $298K $590.16
% 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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