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Carnegie Lake Advisors’s Morgan Stanley MS Stock Holding History

Carnegie Lake Advisors’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
Q4 		– Sell
-2,500
Closed -$261K – 167
2024
Q3 		$261K Buy
+2,500
New +$252K 0.1% 128

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

Carnegie Lake Advisors's MS Position: Q4 2024 in Review

Carnegie Lake Advisors sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 2,500 shares — an estimated $261K sold.

Carnegie Lake Advisors first reported a position in MS in Q3 2024 and held it in 1 quarter. The position peaked at $261K in Q3 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Carnegie Lake Advisors reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Carnegie Lake Advisors sold 2,500 Morgan Stanley shares in Q4 2024, an estimated $261K.
  • Carnegie Lake Advisors first reported a position in Morgan Stanley in Q3 2024 and held it in 1 quarter.
  • Carnegie Lake Advisors's Morgan Stanley position peaked at $261K in Q3 2024.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Carnegie Lake Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.