Belvedere Trading’s Morgan Stanley MS Stock Holding History

Belvedere Trading’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
2023 Q2	–	Sell	-3,000	Closed	-$263K	–	1021
2023 Q1	$263K	Buy	+3,000	New	+$280K	﹤0.01%	258

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Belvedere Trading's MS Position: Q2 2023 in Review

Belvedere Trading sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 3,088 shares — an estimated $271K sold.

Belvedere Trading first reported a position in MS in Q4 2014 and held it in 2 quarters. The position peaked at $1.33M in Q4 2014. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Belvedere Trading reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
Belvedere Trading sold 3,088 Morgan Stanley shares in Q2 2023, an estimated $271K.
Belvedere Trading first reported a position in Morgan Stanley in Q4 2014 and held it in 2 quarters.
Belvedere Trading's Morgan Stanley position peaked at $1.33M in Q4 2014.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Belvedere Trading's 13F filing for Q2 2023, filed 8 Aug 2023.