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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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerebellum's MS Position: Q3 2020 in Review

Cerebellum reduced its Morgan Stanley (MS) stake by 15% in Q3 2020, selling an estimated $11.8K and leaving 1,326 shares worth $64K. The position accounts for 0.3% of the portfolio, ranked #144.

Cerebellum first reported a position in MS in Q4 2017 and has held it in 8 quarters since. The position peaked at $424K in Q3 2019. 1,144 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Cerebellum held 1,326 shares of Morgan Stanley worth $64K as of Q3 2020.
  • Cerebellum sold 235 Morgan Stanley shares in Q3 2020, an estimated $11.8K.
  • Morgan Stanley made up 0.3% of Cerebellum's portfolio in Q3 2020, its #144 holding.
  • Cerebellum first reported a position in Morgan Stanley in Q4 2017 and has held it in 8 quarters since.
  • Cerebellum's Morgan Stanley position peaked at $424K in Q3 2019.
  • 1,144 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.