Clear Street’s Morgan Stanley MS Stock Holding History

Clear Street’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
2023 Q3	–	Sell	-47,900	Closed	-$4.09M	–	1225
2023 Q2	$4.09M	Buy	+47,900	New	+$4.1M	0.04%	212

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

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

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

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

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

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

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

Clear Street's MS Position: Q3 2023 in Review

Clear Street sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 47,900 shares — an estimated $4.09M sold.

Clear Street first reported a position in MS in Q2 2023 and held it in 1 quarter. The position peaked at $4.09M in Q2 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Clear Street reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Clear Street sold 47,900 Morgan Stanley shares in Q3 2023, an estimated $4.09M.
Clear Street first reported a position in Morgan Stanley in Q2 2023 and held it in 1 quarter.
Clear Street's Morgan Stanley position peaked at $4.09M in Q2 2023.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Clear Street's 13F filing for Q3 2023, filed 13 Nov 2023.