MSCI MSCI Inc.

Ownership history in YCG, LLC  ·  51 quarters on record

This page tracks every 13F SEC filing in which YCG, 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
6.7% (2020 Q1)
Avg. % of fund
4.75%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
51
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 110,286 +572 +0.5% 4.77% $63.3M $571.48
2025 Q3 ADDED 109,714 +4,599 +4.4% 4.67% $62.3M $563.41
2025 Q2 REDUCED 105,115 -1,446 -1.4% 4.69% $60.6M $570.85
2025 Q1 REDUCED 106,561 -556 -0.5% 4.72% $60.3M $557.97
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSCI price (monthly, adj. close)
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