Fernwood Investment Management, LLC / MSCI
Fernwood Investment Management, LLC’s Msci Inc Position
Does Fernwood Investment Management, LLC own Msci Inc (MSCI)? Yes — 10.4K shares worth $6M (+2.16% of its 13F portfolio) as of Q4 2024, up from 10.2K shares the prior filed quarter.
Position Value
$6M
Q4 2024
Shares
10.4K
% of Portfolio
+2.16%
Quarters Held
21
currently held
Position History MSCI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 10.4K | $6M | +2.16% |
| Q3 2024 | 10.2K | $6M | +1.94% |
| Q2 2024 | 10.3K | $5M | +1.53% |
| Q1 2024 | 10.3K | $6M | +1.68% |
| Q4 2023 | 10.2K | $6M | +1.89% |
| Q3 2023 | 9.7K | $5M | +1.80% |
| Q2 2023 | 9.7K | $5M | +1.61% |
| Q1 2023 | 8.8K | $5M | +1.89% |
| Q4 2022 | 8.7K | $4M | +1.68% |
| Q3 2022 | 7.9K | $3M | +1.40% |
| Q2 2022 | 7.8K | $3M | +1.39% |
| Q1 2022 | 7.6K | $4M | +1.34% |
| Q4 2021 | 7.4K | $5M | +1.48% |
| Q3 2021 | 6.9K | $4M | +1.45% |
| Q2 2021 | 6.9K | $4M | +1.21% |
| Q1 2021 | 6.5K | $3M | +1.01% |
| Q4 2020 | 6.4K | $3M | +1.13% |
| Q3 2020 | 4.5K | $2M | +0.75% |
| Q2 2020 | 2.8K | $923,000 | +0.46% |
| Q1 2020 | 2.6K | $754,000 | +0.48% |
| Q4 2019 | 2.3K | $589,000 | +0.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fernwood Investment Management, LLC’s full portfolio or all institutional holders of MSCI.