Joel Greenblatt's MSCI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,780 shares of MSCI Inc. (MSCI) worth $2.14 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MSCI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 10,705 shares. Largest reduction occurred in Q3 2014, reducing 89,213 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's MSCI (MSCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MSCI (MSCI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +93,885 | Add 0.00% | 93,884 | $33.28 |
| Q3 2013 | -1,537 | Reduce 1.64% | 92,347 | $40.26 |
| Q4 2013 | +2,246 | Add 2.43% | 94,593 | $43.72 |
| Q1 2014 | -1,983 | Reduce 2.10% | 92,610 | $43.02 |
| Q2 2014 | +10,574 | Add 11.42% | 103,184 | $45.85 |
| Q3 2014 | -89,213 | Reduce 86.46% | 13,971 | $47.03 |
| Q4 2014 | -13,971 | Sold Out | 0 | $0.00 |
| Q2 2018 | +5,650 | New Buy | 5,650 | $165.49 |
| Q3 2018 | +10,705 | Add 189.47% | 16,355 | $177.44 |
| Q4 2018 | -13,409 | Reduce 81.99% | 2,946 | $147.32 |
| Q1 2019 | -353 | Reduce 11.98% | 2,593 | $199.00 |
| Q2 2019 | +1,473 | Add 56.81% | 4,066 | $238.81 |
| Q3 2019 | +1,953 | Add 48.03% | 6,019 | $217.81 |
| Q4 2019 | -2,337 | Reduce 38.83% | 3,682 | $258.28 |
| Q1 2020 | -3,682 | Sold Out | 0 | $0.00 |
| Q1 2021 | +573 | New Buy | 573 | $418.85 |
| Q2 2021 | -573 | Sold Out | 0 | $0.00 |
| Q3 2021 | +776 | New Buy | 776 | $608.25 |
| Q4 2021 | +754 | Add 97.16% | 1,530 | $612.42 |
| Q1 2022 | +2,816 | Add 184.05% | 4,346 | $502.99 |
| Q2 2022 | -4,346 | Sold Out | 0 | $0.00 |
| Q3 2022 | +913 | New Buy | 913 | $421.69 |
| Q4 2022 | +4,288 | Add 469.66% | 5,201 | $465.17 |
| Q1 2023 | -4,637 | Reduce 89.16% | 564 | $559.69 |
| Q2 2023 | -564 | Sold Out | 0 | $0.00 |
| Q1 2024 | +901 | New Buy | 901 | $560.45 |
| Q2 2024 | -319 | Reduce 35.41% | 582 | $481.75 |
| Q3 2024 | -79 | Reduce 13.57% | 503 | $582.93 |
| Q4 2024 | -503 | Sold Out | 503 | $582.93 |
| Q1 2025 | +1,058 | New Buy | 1,058 | $565.50 |
| Q2 2025 | +1,471 | Add 139.04% | 2,529 | $576.74 |
| Q3 2025 | +1,251 | Add 49.47% | 3,780 | $567.41 |
Joel Greenblatt's MSCI Investment FAQs
Joel Greenblatt first purchased MSCI Inc. (MSCI) in Q2 2013, acquiring 93,884 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held MSCI Inc. (MSCI) for 32 quarters since Q2 2013.
Joel Greenblatt's largest addition to MSCI Inc. (MSCI) was in Q2 2013, adding 93,884 shares worth $3.12 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,780 shares of MSCI Inc. (MSCI), valued at approximately $2.14 M.
As of the Q3 2025 filing, MSCI Inc. (MSCI) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in MSCI Inc. (MSCI) was 103,184 shares, as reported at the end of Q2 2014.