Clare Market Investments’s Morgan Stanley MS Stock Holding History

Clare Market Investments’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 Q2	–	Sell	-7,077	Closed	-$619K	–	159
2022 Q1	$619K	Buy	+7,077	New	+$683K	0.2%	66
2021 Q4	–	Sell	-2,269	Closed	-$221K	–	166
2021 Q3	$221K	Buy	2,269 +15	+0.7%	+$1.49K	0.07%	127
2021 Q2	$207K	Buy	+2,254	New	+$193K	0.07%	140
2020 Q1	–	Sell	-4,283	Closed	-$219K	–	90
2019 Q4	$219K	Sell	4,283 -1,691	-28%	-$80K	0.16%	81
2019 Q3	$255K	Sell	5,974 -66	-1%	-$2.82K	0.24%	63
2019 Q2	$265K	Sell	6,040 -3,035	-33%	-$135K	0.21%	79
2019 Q1	$383K	Sell	9,075 -12,370	-58%	-$521K	0.33%	65
2018 Q4	$850K	Buy	+21,445	New	+$936K	1.1%	22

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clare Market Investments's MS Position: Q2 2022 in Review

Clare Market Investments sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 7,077 shares — an estimated $619K sold.

Clare Market Investments first reported a position in MS in Q4 2018 and held it in 8 quarters. The position peaked at $850K in Q4 2018. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Clare Market Investments reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Clare Market Investments sold 7,077 Morgan Stanley shares in Q2 2022, an estimated $619K.
Clare Market Investments first reported a position in Morgan Stanley in Q4 2018 and held it in 8 quarters.
Clare Market Investments's Morgan Stanley position peaked at $850K in Q4 2018.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Clare Market Investments's 13F filing for Q2 2022, filed 20 Feb 2025.