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      Current Value of Holding

      $961M

      Shares

      1.74M

      % of Portfolio

      2.91%

      Average Buy Price

      $510

      Avg closing price
      Price range

      20 Polen Capital MSCI Trades

      Polen Capital's position in MSCI is currently worth $961M. That's 2.91% of their equity portfolio (16th largest holding). The investor owns 2.19% of the outstanding MSCI stock. The first MSCI trade was made in Q3 2019. Since then Polen Capital bought shares eleven more times and sold shares on eight occasions. The stake costed the investor $888M, netting the investor a gain of 8.2% so far.

      Avg closing price
      Price range
      Sold 6.8% shares (-127k shares) Q2 2025
      Avg closing price $553.39
      Price range $506.56 - $576.74
      Sold 8.1% shares (-164k shares) Q1 2025
      Avg closing price $581.99
      Price range $541.46 - $627.75
      Sold 8.8% shares (-196k shares) Q4 2024
      Avg closing price $600.36
      Price range $569.09 - $636.18
      Increased shares by 35.0% (+578k shares) Q3 2024
      Avg closing price $542.05
      Price range $479.31 - $584.91
      Increased shares by 1113.1% (+1.51M shares) Q2 2024
      Avg closing price $496.19
      Price range $446.00 - $554.83
      Increased shares by 0.6% (+750 shares) Q1 2024
      Avg closing price $562.16
      Price range $538.05 - $604.30
      Sold 2.8% shares (-3.94k shares) Q4 2023
      Avg closing price $516.21
      Price range $471.55 - $570.60
      New holding (+139k shares) Q3 2023
      Avg closing price $525.48
      Price range $469.46 - $557.25
      Sold -856k shares Q2 2022
      Avg closing price $435.37
      Price range $379.08 - $519.51
      Sold 39.5% shares (-560k shares) Q1 2022
      Avg closing price $518.58
      Price range $456.63 - $595.58
      Increased shares by 2.4% (+32.5k shares) Q4 2021
      Avg closing price $627.19
      Price range $579.30 - $675.15
      Increased shares by 0.8% (+10.9k shares) Q3 2021
      Avg closing price $611.01
      Price range $534.03 - $661.37
      Increased shares by 0.4% (+5.16k shares) Q2 2021
      Avg closing price $476.66
      Price range $428.55 - $542.17
      Sold 24.9% shares (-454k shares) Q1 2021
      Avg closing price $420.16
      Price range $393.34 - $453.19
      Increased shares by 1.0% (+17.5k shares) Q4 2020
      Avg closing price $392.35
      Price range $340.68 - $446.53
      Sold 24.6% shares (-587k shares) Q3 2020
      Avg closing price $363.04
      Price range $339.25 - $394.00
      Increased shares by 10.4% (+225k shares) Q2 2020
      Avg closing price $323.40
      Price range $270.61 - $347.25
      Increased shares by 2.5% (+53.3k shares) Q1 2020
      Avg closing price $283.21
      Price range $224.65 - $332.11
      Increased shares by 2.0% (+42.1k shares) Q4 2019
      Avg closing price $243.79
      Price range $212.70 - $266.32
      New holding (+2.07M shares) Q3 2019
      Avg closing price $231.64
      Price range $209.24 - $245.73

      News about MSCI Inc and Polen Capital

      Positive trend continues at PSX as Pakistan, IMF reach staff-level agreement

      Positive trend continues at PSX as Pakistan, IMF reach staff-level agreement

      Stocks at the Pakistan Stock Exchange (PSX) maintained its bullish trend during trading on Wednesday, after the Pakistani authorities managed to reach a staf...

      Business Recorder Business Recorder, over 1 year ago
      Beyond Big Tech: 3 Industries to Invest In AI-Fueled Gains

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      Last June, Visual Capitalist published a visual industries ranking by their potential for artificial intelligence (AI) automation. There are AI industries wh...

      InvestorPlace InvestorPlace, over 1 year ago
      Sustainable Insight Capital Management LLC Makes New Investment in MSCI Inc. (NYSE:MSCI)

      Sustainable Insight Capital Management LLC Makes New Investment in MSCI Inc. (NYSE:MSCI)

      Sustainable Insight Capital Management LLC bought a new position in shares of MSCI Inc. (NYSE:MSCI ¨C Free Report) in the 3rd quarter, according to the compan...

      The AM Reporter The AM Reporter, over 1 year ago
      Gallacher Capital Management LLC Makes New $255,000 Investment in MSCI Inc. (NYSE:MSCI)

      Gallacher Capital Management LLC Makes New $255,000 Investment in MSCI Inc. (NYSE:MSCI)

      ¡­ Exchange Commission. The institutional investor purchased 456 shares of ¡­ 000. Capital Research Global Investors increased its stake in ¡­ 83. Want More Gre...

      EIN News Investing EIN News Investing, about 2 years ago

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