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Blume Capital Management’s Morgan Stanley MS Stock Holding History

Blume 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
2024
Q4 		– Sell
-47
Closed -$4.9K – 347
2024
Q3 		$4.9K Hold
47
– – ﹤0.01% 302
2024
Q2 		$4.57K Hold
47
– – ﹤0.01% 282
2024
Q1 		$4.43K Hold
47
– – ﹤0.01% 280
2023
Q4 		$4.38K Hold
47
– – ﹤0.01% 277
2023
Q3 		$3.84K Hold
47
– – ﹤0.01% 281
2023
Q2 		$4.01K Buy
+47
New +$4.02K ﹤0.01% 285

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blume Capital Management's MS Position: Q4 2024 in Review

Blume Capital Management sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 47 shares — an estimated $4.9K sold.

Blume Capital Management first reported a position in MS in Q2 2023 and held it in 6 quarters. The position peaked at $4.9K in Q3 2024. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Blume Capital Management reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Blume Capital Management sold 47 Morgan Stanley shares in Q4 2024, an estimated $4.9K.
  • Blume Capital Management first reported a position in Morgan Stanley in Q2 2023 and held it in 6 quarters.
  • Blume Capital Management's Morgan Stanley position peaked at $4.9K in Q3 2024.
  • 2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Blume Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.