Current Value of Holding

$566M

Shares

930k

% of Portfolio

3.63%

Average Buy Price

$510

Avg closing price
Price range

23 Polen Capital MSCI Trades

Polen Capital's position in MSCI is currently worth $566M. That's 3.63% of their equity portfolio (12th largest holding). The investor owns 1.26% 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 eleven occasions. The stake costed the investor $474M, netting the investor a gain of 19% so far.

Avg closing price
Price range
Sold 30.2% shares (-402k shares) Q1 2026
Avg closing price $568.61
Price range $511.84 - $624.70
Sold 16.0% shares (-253k shares) Q4 2025
Avg closing price $560.90
Price range $533.34 - $593.76
Sold 9.0% shares (-157k shares) Q3 2025
Avg closing price $565.67
Price range $526.48 - $588.00
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

News about MSCI Inc and Polen Capital

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