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Cipher Capital’s Morgan Stanley MS Stock Holding History

Cipher Capital’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
2024
Q1 		– Sell
-11,472
Closed -$1.07M – 554
2023
Q4 		$1.07M Buy
11,472
+5,420
+90% +$434K 0.35% 74
2023
Q3 		$494K Sell
6,052
-37,017
-86% -$3.21M 0.35% 95
2023
Q2 		$3.68M Buy
+43,069
New +$3.68M 0.63% 26
2023
Q1 		– Sell
-2,476
Closed -$211K – 606
2022
Q4 		$211K Sell
2,476
-68,201
-96% -$5.81M 0.04% 434
2022
Q3 		$5.58M Buy
70,677
+65,640
+1,303% +$5.53M 0.91% 19
2022
Q2 		$383K Buy
+5,037
New +$413K 0.09% 269
2021
Q2 		– Sell
-98,714
Closed -$7.67M – 461
2021
Q1 		$7.67M Buy
+98,714
New +$7.57M 0.9% 8
2020
Q4 		– Sell
-41,182
Closed -$1.99M – 573
2020
Q3 		$1.99M Buy
+41,182
New +$2.07M 0.26% 115
2019
Q4 		– Sell
-212,808
Closed -$9.08M – 596
2019
Q3 		$9.08M Buy
212,808
+3,576
+2% +$153K 0.72% 20
2019
Q2 		$9.17M Buy
209,232
+184,192
+736% +$8.21M 0.78% 18
2019
Q1 		$1.06M Sell
25,040
-80,180
-76% -$3.37M 0.08% 301
2018
Q4 		$4.17M Buy
105,220
+30,550
+41% +$1.33M 0.58% 34
2018
Q3 		$3.48M Buy
74,670
+63,605
+575% +$3.11M 0.65% 29
2018
Q2 		$525K Sell
11,065
-61,114
-85% -$3.19M 0.11% 262
2018
Q1 		$3.89M Sell
72,179
-23,888
-25% -$1.32M 0.47% 44
2017
Q4 		$5.04M Buy
+96,067
New +$4.86M 0.4% 51
2017
Q2 		– Sell
-160,973
Closed -$6.9M – 649
2017
Q1 		$6.9M Buy
160,973
+88,788
+123% +$3.94M 0.52% 26
2016
Q4 		$3.05M Buy
72,185
+17,937
+33% +$678K 0.2% 189
2016
Q3 		$1.74M Buy
+54,248
New +$1.62M 0.11% 318
2016
Q2 		– Sell
-175,977
Closed -$4.4M – 759
2016
Q1 		$4.4M Buy
+175,977
New +$4.49M 0.42% 33
2013
Q4 		– Sell
-11,282
Closed -$304K – 342
2013
Q3 		$304K Buy
+11,282
New +$303K 0.42% 102

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cipher Capital's MS Position: Q1 2024 in Review

Cipher Capital sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 11,472 shares — an estimated $1.07M sold.

Cipher Capital first reported a position in MS in Q3 2013 and held it in 21 quarters. The position peaked at $9.17M in Q2 2019. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Cipher Capital reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Cipher Capital sold 11,472 Morgan Stanley shares in Q1 2024, an estimated $1.07M.
  • Cipher Capital first reported a position in Morgan Stanley in Q3 2013 and held it in 21 quarters.
  • Cipher Capital's Morgan Stanley position peaked at $9.17M in Q2 2019.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.