Bull Oak Capital’s Morgan Stanley MS Stock Holding History

Bull Oak Capital’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 Q4	–	Sell	-75	Closed	-$6.13K	–	59
2023 Q3	$6.13K	Buy	+75	New	+$6.51K	0.01%	49

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 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bull Oak Capital's MS Position: Q4 2023 in Review

Bull Oak Capital sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 75 shares — an estimated $6.13K sold.

Bull Oak Capital first reported a position in MS in Q3 2023 and held it in 1 quarter. The position peaked at $6.13K in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Bull Oak Capital reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 75 Morgan Stanley shares in Q4 2023, an estimated $6.13K.
Bull Oak Capital first reported a position in Morgan Stanley in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Morgan Stanley position peaked at $6.13K in Q3 2023.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.