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CAMG Solamere Management’s Morgan Stanley MS Stock Holding History

CAMG Solamere 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
2021
Q3 		$1.56M Buy
16,064
+2,265
+16% +$224K 1.28% 35
2021
Q2 		$1.26M Sell
13,799
-132
-0.9% -$11.3K 1.09% 39
2021
Q1 		$1.08M Sell
13,931
-1,041
-7% -$79.8K 0.93% 45
2020
Q4 		$1.03M Buy
14,972
+633
+4% +$36.3K 0.86% 44
2020
Q3 		$693K Buy
+14,339
New +$722K 0.39% 78

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

CAMG Solamere Management's MS Position: Q3 2021 in Review

CAMG Solamere Management increased its Morgan Stanley (MS) stake by 16% in Q3 2021, buying an estimated $224K and bringing the position to 16,064 shares worth $1.56M. The position accounts for 1.28% of the portfolio, ranked #35.

CAMG Solamere Management first reported a position in MS in Q3 2020 and has held it in 5 quarters since. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • CAMG Solamere Management held 16,064 shares of Morgan Stanley worth $1.56M as of Q3 2021.
  • CAMG Solamere Management bought 2,265 Morgan Stanley shares in Q3 2021, an estimated $224K.
  • Morgan Stanley made up 1.28% of CAMG Solamere Management's portfolio in Q3 2021, its #35 holding.
  • CAMG Solamere Management first reported a position in Morgan Stanley in Q3 2020 and has held it in 5 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on CAMG Solamere Management's 13F filing for Q3 2021, filed 12 Nov 2021.