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Cambridge Trust’s Morgan Stanley MS Stock Holding History

Cambridge Trust’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
Q1 		$502K Buy
5,335
+198
+4% +$17.4K 0.02% 191
2023
Q4 		$479K Sell
5,137
-136
-3% -$10.9K 0.02% 194
2023
Q3 		$431K Sell
5,273
-631
-11% -$54.8K 0.02% 200
2023
Q2 		$504K Sell
5,904
-352
-6% -$30.1K 0.02% 187
2023
Q1 		$549K Sell
6,256
-2,099
-25% -$196K 0.03% 179
2022
Q4 		$710K Sell
8,355
-586
-7% -$49.9K 0.03% 164
2022
Q3 		$706K Sell
8,941
-151
-2% -$12.7K 0.03% 160
2022
Q2 		$692K Buy
9,092
+50
+0.6% +$4.09K 0.03% 176
2022
Q1 		$790K Buy
9,042
+1,326
+17% +$128K 0.03% 178
2021
Q4 		$757K Buy
7,716
+1,729
+29% +$172K 0.02% 186
2021
Q3 		$583K Buy
5,987
+800
+15% +$79.3K 0.02% 168
2021
Q2 		$476K Sell
5,187
-14
-0.3% -$1.2K 0.02% 179
2021
Q1 		$404K Buy
5,201
+339
+7% +$26K 0.02% 194
2020
Q4 		$333K Buy
+4,862
New +$279K 0.02% 182

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambridge Trust's MS Position: Q1 2024 in Review

Cambridge Trust increased its Morgan Stanley (MS) stake by 3.9% in Q1 2024, buying an estimated $17.4K and bringing the position to 5,335 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #191.

Cambridge Trust first reported a position in MS in Q4 2020 and has held it in 14 quarters since. The position peaked at $790K in Q1 2022. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Cambridge Trust held 5,335 shares of Morgan Stanley worth $502K as of Q1 2024.
  • Cambridge Trust bought 198 Morgan Stanley shares in Q1 2024, an estimated $17.4K.
  • Morgan Stanley made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #191 holding.
  • Cambridge Trust first reported a position in Morgan Stanley in Q4 2020 and has held it in 14 quarters since.
  • Cambridge Trust's Morgan Stanley position peaked at $790K in Q1 2022.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.