Avalon Capital Management’s Morgan Stanley MS Stock Holding History

Avalon 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
2022 Q4	–	Sell	-3,000	Closed	-$237K	–	58
2022 Q3	$237K	Hold	3,000	–	–	0.11%	51
2022 Q2	$228K	Hold	3,000	–	–	0.09%	54
2022 Q1	$242K	Sell	3,000 -13	-0.4%	-$1.25K	0.09%	59
2021 Q4	$296K	Buy	3,013 +13	+0.4%	+$1.29K	0.13%	49
2021 Q3	$292K	Buy	+3,000	New	+$297K	0.16%	36
2017 Q3	–	Sell	-33,036	Closed	-$1.47M	–	105
2017 Q2	$1.47M	Buy	+33,036	New	+$1.42M	1.09%	35

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Avalon Capital Management's MS Position: Q4 2022 in Review

Avalon Capital Management sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 3,000 shares — an estimated $237K sold.

Avalon Capital Management first reported a position in MS in Q2 2017 and held it in 6 quarters. The position peaked at $1.47M in Q2 2017. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

Avalon Capital Management reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
Avalon Capital Management sold 3,000 Morgan Stanley shares in Q4 2022, an estimated $237K.
Avalon Capital Management first reported a position in Morgan Stanley in Q2 2017 and held it in 6 quarters.
Avalon Capital Management's Morgan Stanley position peaked at $1.47M in Q2 2017.
1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Avalon Capital Management's 13F filing for Q4 2022, filed 30 Jan 2023.