SEC 13F Intelligence

Jessup Wealth Management, Inc / MSCI

Jessup Wealth Management, Inc’s Msci Inc Position

Does Jessup Wealth Management, Inc own Msci Inc (MSCI)? Not currently — the last reported position was 13.9K shares worth $8M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q1 2023
Shares
13.9K
% of Portfolio
+4.59%
Quarters Held
2
position exited

Position History MSCI

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q1 ’23: $8MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202313.9K$8M+4.59%
Q4 202211.4K$5M+3.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of MSCI.