Allred Capital Management’s Morgan Stanley MS Stock Holding History

Allred Capital Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,374	Closed	-$412K	–	173
2024 Q1	$412K	Sell	4,374 -9	-0.2%	-$793	0.16%	123
2023 Q4	$409K	Hold	4,383	–	–	0.18%	118
2023 Q3	$358K	Buy	4,383 +297	+7%	+$25.8K	0.18%	110
2023 Q2	$349K	Hold	4,086	–	–	0.17%	110
2023 Q1	$359K	Hold	4,086	–	–	0.19%	99
2022 Q4	$347K	Buy	4,086 +18	+0.4%	+$1.53K	0.19%	101
2022 Q3	$321K	Hold	4,068	–	–	0.2%	105
2022 Q2	$309K	Sell	4,068 -33	-0.8%	-$2.7K	0.19%	113
2022 Q1	$358K	Sell	4,101 -27	-0.7%	-$2.6K	0.19%	117
2021 Q4	$405K	Sell	4,128 -48	-1%	-$4.78K	0.2%	126
2021 Q3	$406K	Sell	4,176 -64	-2%	-$6.34K	0.21%	119
2021 Q2	$388K	Sell	4,240 -37	-0.9%	-$3.17K	0.19%	124
2021 Q1	$332K	Buy	4,277 +223	+6%	+$17.1K	0.15%	140
2020 Q4	$277K	Buy	+4,054	New	+$233K	0.15%	143
2020 Q1	–	Sell	-75	Closed	-$3.83K	–	486
2019 Q4	$3.83K	Buy	+75	New	+$3.55K	﹤0.01%	707

Other funds holding MS

Mitsubishi UFJ Financial Group

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return