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Chiron Investment Management’s Morgan Stanley MS Stock Holding History

Chiron Investment Management’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
2023
Q1 		– Sell
-65,713
Closed -$5.59M – 160
2022
Q4 		$5.59M Buy
+65,713
New +$5.6M 1.31% 28
2018
Q3 		– Sell
-1,113,600
Closed -$52.8M – 81
2018
Q2 		$52.8M Buy
1,113,600
+258,142
+30% +$13.5M 3.64% 4
2018
Q1 		$46.2M Buy
855,458
+157,035
+22% +$8.69M 4.03% 3
2017
Q4 		$36.6M Buy
698,423
+380,000
+119% +$19.2M 4.97% 1
2017
Q3 		$15.3M Buy
318,423
+216,802
+213% +$10.1M 3.23% 14
2017
Q2 		$4.53M Sell
101,621
-206,100
-67% -$8.89M 1.34% 26
2017
Q1 		$13.2M Buy
307,721
+184,700
+150% +$8.2M 5.02% 3
2016
Q4 		$5.2M Buy
+123,021
New +$4.65M 3.61% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chiron Investment Management's MS Position: Q1 2023 in Review

Chiron Investment Management sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 65,713 shares — an estimated $5.59M sold.

Chiron Investment Management first reported a position in MS in Q4 2016 and held it in 8 quarters. The position peaked at $52.8M in Q2 2018. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Chiron Investment Management reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Chiron Investment Management sold 65,713 Morgan Stanley shares in Q1 2023, an estimated $5.59M.
  • Chiron Investment Management first reported a position in Morgan Stanley in Q4 2016 and held it in 8 quarters.
  • Chiron Investment Management's Morgan Stanley position peaked at $52.8M in Q2 2018.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Chiron Investment Management's 13F filing for Q1 2023, filed 15 May 2023.