MSCI position history
The shares of MSCI that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 2,169,552 shares, $1.3B, 3.0% of portfolio
- 2021 Q4: 2,140,588 shares, $1.3B, 2.8% of portfolio, Reduce −1.3%
- 2022 Q1: 2,210,016 shares, $1.1B, 2.7% of portfolio, Add +3.2%
- 2022 Q2: 2,197,058 shares, $906M, 2.9% of portfolio, Reduce −0.6%
- 2022 Q3: 2,182,211 shares, $920M, 3.0% of portfolio, Reduce −0.7%
- 2022 Q4: 2,173,857 shares, $1B, 3.4% of portfolio, Reduce −0.4%
- 2023 Q1: 2,172,566 shares, $1.2B, 3.7% of portfolio, Reduce −0.1%
- 2023 Q2: 2,244,921 shares, $1.1B, 2.9% of portfolio, Add +3.3%
- 2023 Q3: 2,260,105 shares, $1.2B, 3.4% of portfolio, Add +0.7%
- 2023 Q4: 2,279,500 shares, $1.3B, 3.4% of portfolio, Add +0.9%
- 2024 Q1: 2,254,035 shares, $1.3B, 3.4% of portfolio, Reduce −1.1%
- 2024 Q2: 2,215,410 shares, $1.1B, 3.1% of portfolio, Reduce −1.7%
- 2024 Q3: 2,157,431 shares, $1.3B, 3.3% of portfolio, Reduce −2.6%
- 2024 Q4: 2,131,931 shares, $1.3B, 3.3% of portfolio, Reduce −1.2%
- 2025 Q1: 2,071,653 shares, $1.2B, 3.4% of portfolio, Reduce −2.8%
- 2025 Q2: 2,170,333 shares, $1.3B, 3.4% of portfolio, Add +4.8%
- 2025 Q3: 2,394,117 shares, $1.4B, 3.6% of portfolio, Add +10.3%
- 2025 Q4: 2,755,747 shares, $1.6B, 4.3% of portfolio, Add +15.1%
- 2026 Q1: 2,699,389 shares, $1.5B, 4.4% of portfolio, Reduce −2.0%
- 2026 Q2: 3,211,753 shares, $1.8B, 2.7% of portfolio, Add +19.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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