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Carmichael Hill & Associates’s Morgan Stanley MS Stock Holding History

Carmichael Hill & Associates’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
Q3 		$82.5K Buy
791
+6
+0.8% +$604 0.03% 290
2024
Q2 		$76.3K Buy
785
+205
+35% +$19.5K 0.03% 283
2024
Q1 		$54.6K Sell
580
-2
-0.3% -$176 0.02% 337
2023
Q4 		$54.2K Buy
582
+5
+0.9% +$400 0.02% 332
2023
Q3 		$47.1K Sell
577
-165
-22% -$14.3K 0.02% 336
2023
Q2 		$63.4K Buy
742
+4
+0.5% +$342 0.03% 300
2023
Q1 		$64.8K Buy
738
+3
+0.4% +$280 0.03% 279
2022
Q4 		$62.5K Buy
735
+4
+0.5% +$341 0.03% 301
2022
Q3 		$58K Buy
731
+68
+10% +$5.73K 0.03% 308
2022
Q2 		$50K Hold
663
– – 0.03% 330
2022
Q1 		$58K Hold
663
– – 0.03% 331
2021
Q4 		$65K Hold
663
– – 0.03% 322
2021
Q3 		$65K Hold
663
– – 0.03% 304
2021
Q2 		$61K Sell
663
-37
-5% -$3.17K 0.03% 314
2021
Q1 		$54K Buy
700
+2
+0.3% +$153 0.03% 325
2020
Q4 		$48K Buy
698
+543
+350% +$31.2K 0.03% 327
2020
Q3 		$7K Hold
155
– – ﹤0.01% 571
2020
Q2 		$7K Hold
155
– – 0.01% 534
2020
Q1 		$5K Hold
155
– – ﹤0.01% 533
2019
Q4 		$8K Buy
+155
New +$7.34K 0.01% 506

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Carmichael Hill & Associates's MS Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Morgan Stanley (MS) stake by 0.76% in Q3 2024, buying an estimated $604 and bringing the position to 791 shares worth $82.5K. The position accounts for 0.03% of the portfolio, ranked #290.

Carmichael Hill & Associates first reported a position in MS in Q4 2019 and has held it in 20 quarters since. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Carmichael Hill & Associates held 791 shares of Morgan Stanley worth $82.5K as of Q3 2024.
  • Carmichael Hill & Associates bought 6 Morgan Stanley shares in Q3 2024, an estimated $604.
  • Morgan Stanley made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #290 holding.
  • Carmichael Hill & Associates first reported a position in Morgan Stanley in Q4 2019 and has held it in 20 quarters since.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.