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Cloverfields Capital Group’s Morgan Stanley MS Stock Holding History

Cloverfields Capital Group’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
2021
Q2 		– Sell
-18,288
Closed -$1.42M – 76
2021
Q1 		$1.42M Buy
18,288
+3,059
+20% +$234K 0.46% 36
2020
Q4 		$1.04M Buy
+15,229
New +$874K 0.39% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cloverfields Capital Group's MS Position: Q2 2021 in Review

Cloverfields Capital Group sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 18,288 shares — an estimated $1.42M sold.

Cloverfields Capital Group first reported a position in MS in Q4 2020 and held it in 2 quarters. The position peaked at $1.42M in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Cloverfields Capital Group reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
  • Cloverfields Capital Group sold 18,288 Morgan Stanley shares in Q2 2021, an estimated $1.42M.
  • Cloverfields Capital Group first reported a position in Morgan Stanley in Q4 2020 and held it in 2 quarters.
  • Cloverfields Capital Group's Morgan Stanley position peaked at $1.42M in Q1 2021.
  • 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Cloverfields Capital Group's 13F filing for Q2 2021, filed 12 Aug 2021.