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ClariVest Asset Management’s Morgan Stanley MS Stock Holding History

ClariVest Asset 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
2024
Q3 		$670 Hold
7
– – ﹤0.01% 723
2024
Q2 		$670 Buy
7
+3
+75% +$286 ﹤0.01% 723
2024
Q1 		$374 Buy
+4
New +$352 ﹤0.01% 828
2023
Q4 		– Sell
-12
Closed -$1K – 931
2023
Q3 		$1K Sell
12
-13
-52% -$1.13K ﹤0.01% 672
2023
Q2 		$2K Hold
25
– – ﹤0.01% 532
2023
Q1 		$2K Hold
25
– – ﹤0.01% 570
2022
Q4 		$2K Hold
25
– – ﹤0.01% 559
2022
Q3 		$2K Hold
25
– – ﹤0.01% 540
2022
Q2 		$2K Sell
25
-8
-24% -$655 ﹤0.01% 559
2022
Q1 		$3K Hold
33
– – ﹤0.01% 566
2021
Q4 		$3K Hold
33
– – ﹤0.01% 608
2021
Q3 		$3K Hold
33
– – ﹤0.01% 602
2021
Q2 		$3K Hold
33
– – ﹤0.01% 592
2021
Q1 		$3K Hold
33
– – ﹤0.01% 576
2020
Q4 		$2K Buy
33
+10
+43% +$574 ﹤0.01% 627
2020
Q3 		$1K Buy
23
+8
+53% +$403 ﹤0.01% 689
2020
Q2 		$1K Hold
15
– – ﹤0.01% 746
2020
Q1 		$1K Buy
+15
New +$706 ﹤0.01% 663
2019
Q2 		– Sell
-21
Closed -$1K – 708
2019
Q1 		$1K Sell
21
-8
-28% -$337 ﹤0.01% 673
2018
Q4 		$1K Sell
29
-3,034
-99% -$132K ﹤0.01% 673
2018
Q3 		$143K Hold
3,063
– – ﹤0.01% 621
2018
Q2 		$145K Sell
3,063
-173
-5% -$9.04K ﹤0.01% 629
2018
Q1 		$175K Sell
3,236
-188
-5% -$10.4K ﹤0.01% 618
2017
Q4 		$180K Buy
3,424
+3,391
+10,276% +$171K ﹤0.01% 592
2017
Q3 		$2K Sell
33
-583,680
-100% -$27.1M ﹤0.01% 571
2017
Q2 		$26M Sell
583,713
-18,655
-3% -$804K 0.63% 48
2017
Q1 		$25.8M Buy
602,368
+602,335
+1,825,258% +$26.7M 0.65% 45
2016
Q4 		$1K Buy
+33
New +$1.25K ﹤0.01% 632

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ClariVest Asset Management's MS Position: Q3 2024 in Review

ClariVest Asset Management held its Morgan Stanley (MS) position steady in Q3 2024 at 7 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #723.

ClariVest Asset Management first reported a position in MS in Q4 2016 and has held it in 28 quarters since. The position peaked at $26M in Q2 2017. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • ClariVest Asset Management held 7 shares of Morgan Stanley worth $670 as of Q3 2024.
  • ClariVest Asset Management left its Morgan Stanley share count unchanged in Q3 2024.
  • Morgan Stanley made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #723 holding.
  • ClariVest Asset Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 28 quarters since.
  • ClariVest Asset Management's Morgan Stanley position peaked at $26M in Q2 2017.
  • 1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.