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Clarkston Capital Partners’s Morgan Stanley MS Stock Holding History

Clarkston Capital Partners’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
Q3 		– Sell
-20,052
Closed -$1.52M – 182
2022
Q2 		$1.52M Hold
20,052
– – 0.03% 82
2022
Q1 		$1.75M Buy
20,052
+9,991
+99% +$964K 0.03% 80
2021
Q4 		$988K Buy
+10,061
New +$1M 0.02% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarkston Capital Partners's MS Position: Q3 2022 in Review

Clarkston Capital Partners sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 20,052 shares — an estimated $1.52M sold.

Clarkston Capital Partners first reported a position in MS in Q4 2021 and held it in 3 quarters. The position peaked at $1.75M in Q1 2022. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Clarkston Capital Partners reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Clarkston Capital Partners sold 20,052 Morgan Stanley shares in Q3 2022, an estimated $1.52M.
  • Clarkston Capital Partners first reported a position in Morgan Stanley in Q4 2021 and held it in 3 quarters.
  • Clarkston Capital Partners's Morgan Stanley position peaked at $1.75M in Q1 2022.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Clarkston Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.