Dan Polen - Polen Capital Management
Holding/activity history for MSCI Inc. (MSCI)
← All MSCI superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 929,509 | 3.47 | Reduce 30.17% | 0.98 | $501.08–626.28 · VW $567.10i | $501,014,820 | SEC |
| 2025 Q4 | 1,331,085 | 3.26 | Reduce 15.96% | 0.47 | $525.31–594.38 · VW $567.08i | $763,683,617 | SEC |
| 2025 Q3 | 1,583,939 | 2.92 | Reduce 9.04% | 0.28 | $525.00–593.27 · VW $563.18i | $898,742,807 | SEC |
| 2025 Q2 | 1,741,389 | 3.08 | Reduce 6.78% | 0.23 | $486.74–579.07 · VW $551.96i | $1,004,328,671 | SEC |
| 2025 Q1 | 1,868,138 | 3.32 | Reduce 8.07% | 0.27 | $535.92–634.99 · VW $581.75i | $1,056,431,788 | SEC |
| 2024 Q4 | 2,032,238 | 3.29 | Reduce 8.80% | 0.29 | $559.63–642.45 · VW $598.90i | $1,219,363,274 | SEC |
| 2024 Q3 | 2,228,293 | 3.35 | Add 35.01% | 0.87 | $478.33–588.67 · VW $551.94i | $1,298,938,913 | SEC |
| 2024 Q2 | 1,650,450 | 1.99 | Add 1113.07% | 1.83 | $439.95–563.62 · VW $489.07i | $795,104,495 | SEC |
| 2024 Q1 | 136,056 | 0.18 | Add 0.55% | <0.01 | $525.46–617.39 · VW $572.30i | $76,252,687 | SEC |
| 2023 Q4 | 135,306 | 0.18 | Reduce 2.83% | <0.01 | $458.99–573.32 · VW $513.52i | $76,605,278 | SEC |
| 2023 Q3 | 139,245 | 0.19 | Buy | 0.19 | $463.76–564.35 · VW $527.45i | $71,443,638 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.84 | $376.41–527.74 · VW $430.62i | SEC | |
| 2022 Q1 | 856,456 | 0.84 | Reduce 39.52% | 0.58 | $450.85–617.13 · VW $517.59i | $430,695,000 | SEC |
| 2021 Q4 | 1,416,033 | 1.46 | Add 2.35% | 0.03 | $573.18–679.85 · VW $629.06i | $867,589,000 | SEC |
| 2021 Q3 | 1,383,494 | 1.54 | Add 0.80% | 0.01 | $531.63–667.07 · VW $609.66i | $841,635,000 | SEC |
| 2021 Q2 | 1,372,573 | 1.40 | Add 0.38% | <0.01 | $421.74–543.29 · VW $485.31i | $731,691,000 | SEC |
| 2021 Q1 | 1,367,415 | 1.29 | Reduce 24.93% | 0.47 | $380.00–455.81 · VW $415.41i | $573,330,000 | SEC |
| 2020 Q4 | 1,821,485 | 1.89 | Add 0.97% | 0.02 | $336.03–446.90 · VW $393.12i | $813,348,000 | SEC |
| 2020 Q3 | 1,804,019 | 1.72 | Reduce 24.55% | 0.59 | $329.83–398.49 · VW $364.47i | $643,638,000 | SEC |
| 2020 Q2 | 2,391,159 | 2.42 | Add 10.38% | 0.23 | $265.29–356.66 · VW $322.29i | $798,217,000 | SEC |
| 2020 Q1 | 2,166,322 | 2.72 | Add 2.52% | 0.07 | $218.65–335.43 · VW $284.21i | $625,980,000 | SEC |
| 2019 Q4 | 2,112,980 | 2.15 | Add 2.03% | 0.04 | $210.34–267.51 · VW $246.43i | $545,529,000 | SEC |
| 2019 Q3 | 2,070,846 | 2.08 | Buy | 2.08 | $206.82–247.57 · VW $227.89i | $450,927,000 | SEC |
Price snapshot:
Current price$620.23
Avg. buy price$509.92
+/- since buy21.63%
52-week low$497.32
52-week high$644.68