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Andrew C. Karlinski’s Morgan Stanley MS Stock Holding History

Andrew C. Karlinski’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
2022
Q4 		– Sell
-142
Closed -$11K – 158
2022
Q3 		$11K Sell
142
-10
-7% -$843 0.02% 154
2022
Q2 		$12K Hold
152
– – 0.02% 162
2022
Q1 		$13K Sell
152
-4
-3% -$386 0.02% 157
2021
Q4 		$15K Buy
+156
New +$15.5K 0.03% 121

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Andrew C. Karlinski's MS Position: Q4 2022 in Review

Andrew C. Karlinski sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 142 shares — an estimated $11K sold.

Andrew C. Karlinski first reported a position in MS in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Andrew C. Karlinski reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 142 Morgan Stanley shares in Q4 2022, an estimated $11K.
  • Andrew C. Karlinski first reported a position in Morgan Stanley in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's Morgan Stanley position peaked at $15K in Q4 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.