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

Caxton 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
2014
Q2 		– Sell
-2,200,000
Closed -$68.6M – 229
2014
Q1 		$68.6M Buy
+2,200,000
New +$68M 4.21% 2

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Wellington Management Group
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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

Caxton Associates (New York)'s MS Position: Q2 2024 in Review

Caxton Associates (New York) sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 23,250 shares — an estimated $2.19M sold.

Caxton Associates (New York) first reported a position in MS in Q2 2013 and held it in 25 quarters. The position peaked at $222M in Q1 2014. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Caxton Associates (New York) reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Caxton Associates (New York) sold 23,250 Morgan Stanley shares in Q2 2024, an estimated $2.19M.
  • Caxton Associates (New York) first reported a position in Morgan Stanley in Q2 2013 and held it in 25 quarters.
  • Caxton Associates (New York)'s Morgan Stanley position peaked at $222M in Q1 2014.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Caxton Associates (New York)'s 13F filing for Q2 2024, filed 14 Aug 2024.