Alpine Global Management’s Morgan Stanley MS Stock Holding History

Alpine Global 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 Q3	–	Sell	-6,500	Closed	-$632K	–	336
2024 Q2	$632K	Buy	+6,500	New	+$619K	0.11%	154
2024 Q1	–	Sell	-2,499	Closed	-$233K	–	250
2023 Q4	$233K	Buy	+2,499	New	+$200K	0.06%	141
2020 Q3	–	Sell	-14,645	Closed	-$707K	–	370
2020 Q2	$707K	Buy	+14,645	New	+$615K	0.12%	116
2017 Q4	–	Sell	-11,646	Closed	-$561K	–	247
2017 Q3	$561K	Buy	+11,646	New	+$540K	0.16%	94
2017 Q2	–	Sell	-7,933	Closed	-$340K	–	268
2017 Q1	$340K	Buy	+7,933	New	+$352K	0.09%	187
2015 Q3	–	Sell	-15,589	Closed	-$605K	–	533
2015 Q2	$605K	Buy	15,589 +3,486	+29%	+$133K	0.1%	158
2015 Q1	$432K	Sell	12,103 -23,782	-66%	-$853K	0.14%	163
2014 Q4	$1.39M	Buy	+35,885	New	+$1.28M	0.25%	95

Other funds holding MS

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 $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Alpine Global Management's MS Position: Q3 2024 in Review

Alpine Global Management sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 6,500 shares — an estimated $632K sold.

Alpine Global Management first reported a position in MS in Q4 2014 and held it in 8 quarters. The position peaked at $1.39M in Q4 2014. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Alpine Global Management reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
Alpine Global Management sold 6,500 Morgan Stanley shares in Q3 2024, an estimated $632K.
Alpine Global Management first reported a position in Morgan Stanley in Q4 2014 and held it in 8 quarters.
Alpine Global Management's Morgan Stanley position peaked at $1.39M in Q4 2014.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Alpine Global Management's 13F filing for Q3 2024, filed 14 Nov 2024.