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Corton Capital’s Morgan Stanley MS Stock Holding History

Corton Capital’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 		– Sell
-4,168
Closed -$405K – 596
2024
Q2 		$405K Sell
4,168
-2,380
-36% -$227K 0.21% 94
2024
Q1 		$617K Sell
6,548
-650
-9% -$57.2K 0.23% 106
2023
Q4 		$671K Buy
7,198
+569
+9% +$45.5K 0.21% 116
2023
Q3 		$541K Buy
6,629
+133
+2% +$11.5K 0.27% 86
2023
Q2 		$555K Buy
+6,496
New +$556K 0.26% 86

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

Corton Capital's MS Position: Q3 2024 in Review

Corton Capital sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 4,168 shares — an estimated $405K sold.

Corton Capital first reported a position in MS in Q2 2023 and held it in 5 quarters. The position peaked at $671K in Q4 2023. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Corton Capital reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Corton Capital sold 4,168 Morgan Stanley shares in Q3 2024, an estimated $405K.
  • Corton Capital first reported a position in Morgan Stanley in Q2 2023 and held it in 5 quarters.
  • Corton Capital's Morgan Stanley position peaked at $671K in Q4 2023.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Corton Capital's 13F filing for Q3 2024, filed 14 Nov 2024.