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Boaz Weinstein’s Morgan Stanley MS Stock Holding History

Boaz Weinstein’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
Q1 		– Sell
-150,000
Closed -$12.8M – 789
2022
Q4 		$12.8M Hold
150,000
– – 0.17% 194
2022
Q3 		$11.9M Hold
150,000
– – 0.13% 277
2022
Q2 		$11.4M Buy
+150,000
New +$12.3M 0.13% 265

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boaz Weinstein's MS Position: Q1 2023 in Review

Boaz Weinstein sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 16,594 shares — an estimated $1.41M sold.

Boaz Weinstein first reported a position in MS in Q2 2022 and held it in 3 quarters. The position peaked at $5.59M in Q2 2022. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Boaz Weinstein reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Boaz Weinstein sold 16,594 Morgan Stanley shares in Q1 2023, an estimated $1.41M.
  • Boaz Weinstein first reported a position in Morgan Stanley in Q2 2022 and held it in 3 quarters.
  • Boaz Weinstein's Morgan Stanley position peaked at $5.59M in Q2 2022.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Saba Capital Management's 13F filing for Q1 2023, filed 15 May 2023.