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Capital CS Group’s Morgan Stanley MS Stock Holding History

Capital CS Group’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
2025
Q2 		– Sell
-19,100
Closed -$3.34K – 77
2025
Q1 		$3.34K Buy
+19,100
New +$2.46M 0.01% 56
2024
Q4 		– Sell
-28,300
Closed -$105K – 84
2024
Q3 		$105K Buy
+28,300
New +$2.85M 0.12% 71

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital CS Group's MS Position: Q3 2021 in Review

Capital CS Group sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 5,470 shares — an estimated $502K sold.

Capital CS Group first reported a position in MS in Q2 2021 and held it in 1 quarter. The position peaked at $502K in Q2 2021. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Capital CS Group reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Capital CS Group sold 5,470 Morgan Stanley shares in Q3 2021, an estimated $502K.
  • Capital CS Group first reported a position in Morgan Stanley in Q2 2021 and held it in 1 quarter.
  • Capital CS Group's Morgan Stanley position peaked at $502K in Q2 2021.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Capital CS Group's 13F filing for Q3 2021, filed 13 Oct 2021.