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Li Lu's MSCI Inc. (MSCI) position

Yes: as of Q1 2026, Li Lu holds 19K shares of MSCI worth $10M (0.3% of the disclosed portfolio). Last quarter the position was opened. First disclosed Q1 2026.
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Current value
$10M
Shares held
19K
% of portfolio
0.3%
Est. average buy price (i)
$563.45
Quarter-end price
$539.01

Estimated trade prices

Average price in quarters with purchases
$563.45

MSCI price vs Lu's position

1Y 3Y 5Y MAX
Dates
$200$400$600$80020222023202420252026New position of 19K shares · Q1 2026. Average closing price $563.45 · Price range $511.84–$624.7519Ksharespurchased
Average closing price · filing quarter
$563.45
Price range · filing quarter
$511.84 – $624.75
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 New +19K +$11M – 19K May 15, 2026
Data through Q1 2026 · filed May 15, 2026
1 grouped rows from 1 quarters

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an amount we cannot price
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Common questions

Does Li Lu own MSCI?

Yes. As of Q1 2026, Li Lu disclosed 19K shares of MSCI, worth $10M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Li Lu buy MSCI?

Li Lu first disclosed a MSCI position in Q1 2026; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Li Lu sell MSCI?

The quarter-by-quarter table above shows each sale and reduction Li Lu disclosed in MSCI. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of MSCI does Li Lu own?

Li Lu disclosed 19K shares of MSCI as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Li Lu pay for MSCI?

Li Lu's estimated average buy price for MSCI is $563.45, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.