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Buckingham Capital Management (New York)’s Morgan Stanley MS Stock Holding History

Buckingham Capital Management (New York)’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
2019
Q4 		– Sell
-239,316
Closed -$10.2M – 52
2019
Q3 		$10.2M Hold
239,316
– – 1.31% 25
2019
Q2 		$10.5M Sell
239,316
-405
-0.2% -$18.1K 1.29% 26
2019
Q1 		$10.1M Sell
239,721
-15,000
-6% -$631K 0.96% 34
2018
Q4 		$10.1M Buy
254,721
+17
+0% +$742 1.52% 28
2018
Q3 		$11.9M Sell
254,704
-28,301
-10% -$1.38M 1.21% 37
2018
Q2 		$13.4M Buy
283,005
+10,100
+4% +$528K 1.33% 34
2018
Q1 		$14.7M Sell
272,905
-6,329
-2% -$350K 1.7% 20
2017
Q4 		$14.7M Sell
279,234
-1,434
-0.5% -$72.5K 1.75% 20
2017
Q3 		$13.5M Buy
280,668
+1,960
+0.7% +$90.9K 1.79% 21
2017
Q2 		$12.4M Buy
278,708
+14,115
+5% +$609K 1.45% 27
2017
Q1 		$11.3M Buy
264,593
+12,350
+5% +$548K 1.52% 28
2016
Q4 		$10.7M Sell
252,243
-38,956
-13% -$1.47M 1.41% 26
2016
Q3 		$9.34M Sell
291,199
-27,872
-9% -$831K 1.17% 32
2016
Q2 		$8.29M Buy
319,071
+65,317
+26% +$1.71M 1.01% 38
2016
Q1 		$6.35M Sell
253,754
-29,015
-10% -$740K 0.72% 55
2015
Q4 		$8.99M Sell
282,769
-11,959
-4% -$397K 1.11% 39
2015
Q3 		$9.28M Sell
294,728
-8,468
-3% -$308K 0.84% 54
2015
Q2 		$11.8M Sell
303,196
-741
-0.2% -$28.2K 0.97% 40
2015
Q1 		$10.8M Buy
303,937
+2,075
+0.7% +$74.5K 0.95% 42
2014
Q4 		$11.7M Buy
301,862
+9,545
+3% +$340K 1.04% 33
2014
Q3 		$10.1M Sell
292,317
-1,841
-0.6% -$61.3K 0.89% 39
2014
Q2 		$9.51M Sell
294,158
-12,400
-4% -$382K 0.77% 44
2014
Q1 		$9.55M Sell
306,558
-15,872
-5% -$490K 0.88% 41
2013
Q4 		$10.1M Sell
322,430
-21,800
-6% -$648K 1.02% 37
2013
Q3 		$9.28M Sell
344,230
-33,900
-9% -$910K 0.9% 38
2013
Q2 		$9.24M Buy
+378,130
New +$8.97M 0.88% 36

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Buckingham Capital Management (New York)'s MS Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 239,316 shares — an estimated $10.2M sold.

Buckingham Capital Management (New York) first reported a position in MS in Q2 2013 and held it in 26 quarters. The position peaked at $14.7M in Q1 2018. 1,094 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Buckingham Capital Management (New York) reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 239,316 Morgan Stanley shares in Q4 2019, an estimated $10.2M.
  • Buckingham Capital Management (New York) first reported a position in Morgan Stanley in Q2 2013 and held it in 26 quarters.
  • Buckingham Capital Management (New York)'s Morgan Stanley position peaked at $14.7M in Q1 2018.
  • 1,094 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.