de Chevy Chase Trust Morgan Stanley MS Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 122 M | Vender |
584,785
-13,813
| -2% | -USD 2.74 M | 0.32% | 65 |
|
|
2026
Q1 | USD 98.5 M | Vender |
598,598
-19,790
| -3% | -USD 3.43 M | 0.28% | 74 |
|
|
2025
Q4 | USD 110 M | Vender |
618,388
-6,657
| -1% | -USD 1.11 M | 0.3% | 65 |
|
|
2025
Q3 | USD 99.4 M | Vender |
625,045
-32,352
| -5% | -USD 4.78 M | 0.27% | 70 |
|
|
2025
Q2 | USD 92.6 M | Comprar |
657,397
+3,539
| +0.5% | +USD 435 k | 0.27% | 75 |
|
|
2025
Q1 | USD 76.3 M | Vender |
653,858
-2,269
| -0.3% | -USD 292 k | 0.24% | 89 |
|
|
2024
Q4 | USD 82.5 M | Vender |
656,127
-16,497
| -2% | -USD 2.03 M | 0.25% | 78 |
|
|
2024
Q3 | USD 70.1 M | Vender |
672,624
-15,101
| -2% | -USD 1.52 M | 0.21% | 93 |
|
|
2024
Q2 | USD 66.8 M | Vender |
687,725
-10,501
| -2% | -USD 1000 k | 0.21% | 94 |
|
|
2024
Q1 | USD 65.7 M | Vender |
698,226
-12,320
| -2% | -USD 1.08 M | 0.22% | 101 |
|
|
2023
Q4 | USD 66.3 M | Vender |
710,546
-11,662
| -2% | -USD 933 k | 0.24% | 89 |
|
|
2023
Q3 | USD 59 M | Vender |
722,208
-32,017
| -4% | -USD 2.78 M | 0.23% | 93 |
|
|
2023
Q2 | USD 64.4 M | Vender |
754,225
-9,662
| -1% | -USD 826 k | 0.24% | 94 |
|
|
2023
Q1 | USD 67.1 M | Comprar |
763,887
+1,057
| +0.1% | +USD 98.6 k | 0.27% | 91 |
|
|
2022
Q4 | USD 64.9 M | Vender |
762,830
-59,322
| -7% | -USD 5.06 M | 0.28% | 88 |
|
|
2022
Q3 | USD 65 M | Vender |
822,152
-27,939
| -3% | -USD 2.35 M | 0.28% | 84 |
|
|
2022
Q2 | USD 64.7 M | Vender |
850,091
-7,323
| -0.9% | -USD 600 k | 0.27% | 87 |
|
|
2022
Q1 | USD 74.9 M | Vender |
857,414
-8,935
| -1% | -USD 862 k | 0.26% | 91 |
|
|
2021
Q4 | USD 85 M | Vender |
866,349
-35,255
| -4% | -USD 3.51 M | 0.27% | 84 |
|
|
2021
Q3 | USD 87.7 M | Vender |
901,604
-52,205
| -5% | -USD 5.17 M | 0.31% | 80 |
|
|
2021
Q2 | USD 87.5 M | Vender |
953,809
-58,677
| -6% | -USD 5.03 M | 0.3% | 81 |
|
|
2021
Q1 | USD 78.6 M | Vender |
1,012,486
-24,448
| -2% | -USD 1.87 M | 0.28% | 89 |
|
|
2020
Q4 | USD 71.1 M | Comprar |
1,036,934
+142,312
| +16% | +USD 8.17 M | 0.25% | 94 |
|
|
2020
Q3 | USD 43.3 M | Vender |
894,622
-75,047
| -8% | -USD 3.78 M | 0.17% | 127 |
|
|
2020
Q2 | USD 46.8 M | Vender |
969,669
-26,866
| -3% | -USD 1.13 M | 0.19% | 119 |
|
|
2020
Q1 | USD 33.9 M | Vender |
996,535
-90,941
| -8% | -USD 4.28 M | 0.16% | 144 |
|
|
2019
Q4 | USD 55.6 M | Vender |
1,087,476
-32,470
| -3% | -USD 1.54 M | 0.21% | 111 |
|
|
2019
Q3 | USD 47.8 M | Vender |
1,119,946
-28,605
| -2% | -USD 1.22 M | 0.2% | 117 |
|
|
2019
Q2 | USD 50.3 M | Vender |
1,148,551
-28,082
| -2% | -USD 1.25 M | 0.21% | 110 |
|
|
2019
Q1 | USD 56.1 M | Comprar |
1,176,633
+49,546
| +4% | +USD 2.09 M | 0.23% | 100 |
|
|
2018
Q4 | USD 44.7 M | Vender |
1,127,087
-83,860
| -7% | -USD 3.66 M | 0.22% | 107 |
|
|
2018
Q3 | USD 56.4 M | Vender |
1,210,947
-58,331
| -5% | -USD 2.85 M | 0.23% | 95 |
|
|
2018
Q2 | USD 60.2 M | Vender |
1,269,278
-18,096
| -1% | -USD 946 k | 0.26% | 89 |
|
|
2018
Q1 | USD 69.5 M | Vender |
1,287,374
-39,287
| -3% | -USD 2.17 M | 0.31% | 80 |
|
|
2017
Q4 | USD 69.6 M | Vender |
1,326,661
-27,906
| -2% | -USD 1.41 M | 0.3% | 82 |
|
|
2017
Q3 | USD 65.2 M | Comprar |
1,354,567
+7,111
| +0.5% | +USD 330 k | 0.3% | 81 |
|
|
2017
Q2 | USD 60 M | Vender |
1,347,456
-10,083
| -0.7% | -USD 435 k | 0.29% | 84 |
|
|
2017
Q1 | USD 58.2 M | Comprar |
1,357,539
+58,710
| +5% | +USD 2.61 M | 0.29% | 84 |
|
|
2016
Q4 | USD 54.9 M | Vender |
1,298,829
-81,903
| -6% | -USD 3.1 M | 0.29% | 82 |
|
|
2016
Q3 | USD 44.3 M | Comprar |
1,380,732
+85,727
| +7% | +USD 2.56 M | 0.24% | 101 |
|
|
2016
Q2 | USD 33.6 M | Comprar |
1,295,005
+4,709
| +0.4% | +USD 123 k | 0.19% | 134 |
|
|
2016
Q1 | USD 32.3 M | Comprar |
1,290,296
+44,113
| +4% | +USD 1.13 M | 0.18% | 131 |
|
|
2015
Q4 | USD 39.6 M | Vender |
1,246,183
-2,545
| -0.2% | -USD 84.6 k | 0.23% | 104 |
|
|
2015
Q3 | USD 39.3 M | Comprar |
1,248,728
+32,600
| +3% | +USD 1.19 M | 0.25% | 97 |
|
|
2015
Q2 | USD 47.2 M | Comprar |
1,216,128
+11,428
| +0.9% | +USD 435 k | 0.28% | 87 |
|
|
2015
Q1 | USD 43 M | Comprar |
1,204,700
+53,181
| +5% | +USD 1.91 M | 0.26% | 99 |
|
|
2014
Q4 | USD 44.7 M | Vender |
1,151,519
-14,359
| -1% | -USD 511 k | 0.28% | 93 |
|
|
2014
Q3 | USD 40.3 M | Comprar |
1,165,878
+165,933
| +17% | +USD 5.53 M | 0.26% | 97 |
|
|
2014
Q2 | USD 32.3 M | Vender |
999,945
-23,225
| -2% | -USD 716 k | 0.22% | 114 |
|
|
2014
Q1 | USD 31.9 M | Comprar |
1,023,170
+13,288
| +1% | +USD 411 k | 0.23% | 112 |
|
|
2013
Q4 | USD 31.7 M | Comprar |
1,009,882
+10,407
| +1% | +USD 309 k | 0.23% | 106 |
|
|
2013
Q3 | USD 26.9 M | Comprar |
999,475
+36,580
| +4% | +USD 982 k | 0.22% | 113 |
|
|
2013
Q2 | USD 23.5 M | Comprar |
+962,895
| Nuevas | +USD 22.8 M | 0.21% | 121 |
|
Otros fondos que tienen MS en su cartera
Posición de Chevy Chase Trust en MS: resumen de T2 2026
Chevy Chase Trust redujo su participación en Morgan Stanley (MS) en 2.3% durante T2 2026, al vender acciones por un valor estimado de USD 2.74 M, y conservó 584,785 acciones valuadas en USD 122 M. La posición representa 0.32% de la cartera y ocupa el puesto #65.
Chevy Chase Trust reportó por primera vez una posición en MS en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 2,747 fondos que sigue Wall St. Rank mantienen una posición en MS.
- Al cierre de T2 2026, Chevy Chase Trust tenía 584,785 acciones de Morgan Stanley con un valor de USD 122 M.
- Chevy Chase Trust vendió 13,813 acciones de Morgan Stanley en T2 2026, por un valor estimado de USD 2.74 M.
- Morgan Stanley representó 0.32% de la cartera de Chevy Chase Trust en T2 2026 y fue su posición número 65.
- Chevy Chase Trust reportó por primera vez una posición en Morgan Stanley en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 2,747 fondos que sigue Wall St. Rank tenían Morgan Stanley en cartera.
Según el Informe 13F de Chevy Chase Trust correspondiente a T2 2026, presentado el 14 ago 2026.