CM
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Churchill Management’s Morgan Stanley MS Stock Holding History

Churchill 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
2022
Q4 		– Sell
-5,000
Closed -$395K – 129
2022
Q3 		$395K Buy
+5,000
New +$421K 0.01% 110
2022
Q2 		– Sell
-49,028
Closed -$4.29M – 123
2022
Q1 		$4.29M Buy
+49,028
New +$4.73M 0.08% 106
2015
Q3 		– Sell
-206,162
Closed -$8M – 167
2015
Q2 		$8M Buy
206,162
+72,680
+54% +$2.77M 0.28% 51
2015
Q1 		$4.76M Buy
133,482
+2,920
+2% +$105K 0.16% 85
2014
Q4 		$5.07M Buy
130,562
+4,386
+3% +$156K 0.2% 75
2014
Q3 		$4.36M Buy
+126,176
New +$4.2M 0.18% 71

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Churchill Management's MS Position: Q4 2022 in Review

Churchill Management sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 5,000 shares — an estimated $395K sold.

Churchill Management first reported a position in MS in Q3 2014 and held it in 6 quarters. The position peaked at $8M in Q2 2015. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Churchill Management reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Churchill Management sold 5,000 Morgan Stanley shares in Q4 2022, an estimated $395K.
  • Churchill Management first reported a position in Morgan Stanley in Q3 2014 and held it in 6 quarters.
  • Churchill Management's Morgan Stanley position peaked at $8M in Q2 2015.
  • 1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Churchill Management's 13F filing for Q4 2022, filed 10 Jan 2023.