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Alpha Windward’s Morgan Stanley MS Stock Holding History

Alpha Windward’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
2020
Q4 		– Sell
-1,040
Closed -$50K – 219
2020
Q3 		$50K Hold
1,040
– – 0.04% 292
2020
Q2 		$50K Buy
+1,040
New +$43.7K 0.04% 293
2018
Q4 		– Sell
-920
Closed -$43K – 434
2018
Q3 		$43K Sell
920
-89
-9% -$4.35K 0.03% 320
2018
Q2 		$48K Buy
+1,009
New +$52.7K 0.03% 313
2015
Q4 		– Sell
-730
Closed -$23K – 456
2015
Q3 		$23K Hold
730
– – 0.02% 366
2015
Q2 		$28K Sell
730
-14
-2% -$533 0.02% 350
2015
Q1 		$27K Hold
744
– – 0.02% 361
2014
Q4 		$29K Buy
+744
New +$26.5K 0.02% 338

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Alpha Windward's MS Position: Q4 2020 in Review

Alpha Windward sold out of Morgan Stanley (MS) in Q4 2020, closing a stake of 1,040 shares — an estimated $50K sold.

Alpha Windward first reported a position in MS in Q4 2014 and held it in 8 quarters. The position peaked at $50K in Q3 2020. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

  • Alpha Windward reported no remaining Morgan Stanley position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 1,040 Morgan Stanley shares in Q4 2020, an estimated $50K.
  • Alpha Windward first reported a position in Morgan Stanley in Q4 2014 and held it in 8 quarters.
  • Alpha Windward's Morgan Stanley position peaked at $50K in Q3 2020.
  • 1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.