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

Capital Management Associates (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
2022 Q2	–	Sell	-12,000	Closed	-$1.05M	–	85
2022 Q1	$1.05M	Sell	12,000 -3,000	-20%	-$289K	1.13%	48
2021 Q4	$1.47M	Hold	15,000	–	–	1.44%	22
2021 Q3	$1.46M	Hold	15,000	–	–	1.44%	25
2021 Q2	$1.38M	Hold	15,000	–	–	1.32%	30
2021 Q1	$1.17M	Buy	15,000 +7,500	+100%	+$575K	1.2%	37
2020 Q4	$514K	Buy	+7,500	New	+$430K	0.56%	64

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Management Associates (New York)'s MS Position: Q2 2022 in Review

Capital Management Associates (New York) sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 12,000 shares — an estimated $1.05M sold.

Capital Management Associates (New York) first reported a position in MS in Q4 2020 and held it in 6 quarters. The position peaked at $1.47M in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Capital Management Associates (New York) reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Capital Management Associates (New York) sold 12,000 Morgan Stanley shares in Q2 2022, an estimated $1.05M.
Capital Management Associates (New York) first reported a position in Morgan Stanley in Q4 2020 and held it in 6 quarters.
Capital Management Associates (New York)'s Morgan Stanley position peaked at $1.47M in Q4 2021.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2022, filed 12 Aug 2022.