C
MS icon

Cerebellum’s Morgan Stanley MS Stock Holding History

Cerebellum’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
2020
Q3 		$64K Sell
1,326
-235
-15% -$11.8K 0.3% 144
2020
Q2 		$82K Buy
+1,561
New +$65.6K 0.06% 355
2019
Q4 		– Sell
-9,932
Closed -$424K – 492
2019
Q3 		$424K Buy
9,932
+1,990
+25% +$85K 0.27% 263
2019
Q2 		$348K Buy
+7,942
New +$354K 0.28% 167
2019
Q1 		– Sell
-3,608
Closed -$143K – 512
2018
Q4 		$143K Hold
3,608
– – 0.1% 357
2018
Q3 		$168K Buy
+3,608
New +$176K 0.27% 292
2018
Q2 		– Sell
-1,228
Closed -$66K – 486
2018
Q1 		$66K Sell
1,228
-333
-21% -$18.4K 0.08% 384
2017
Q4 		$82K Buy
+1,561
New +$78.9K 0.06% 355

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return