Newfound Research LLC

SEC CIK: 0001630806
Latest filing: Oct 13, 2022

SEC filings (opens in a new tab)

MSCI holding history

MSCI Inc. in every 13F filed by Newfound Research LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overview All 13F holders of MSCI Full Q3 2022 holdings

Shares (Q3 2022): 166
Value: $70.0K
% of portfolio: 0.2%
Quarters held: 4; Since Q1 2021

Holdings of MSCI by Newfound Research LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	166	$70.0K	0.2%	−14−7.8%	Reduced	Holders
Q2 2022	180	$74.0K	0.2%	−5−2.7%	Reduced	Holders
Q1 2022	185	$93.0K	0.1%	+185	New	Holders
Q2 2021	0	$0	0.0%	−92−100.0%	Sold out	Holders
Q1 2021	92	$39.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.