Credit Suisse’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $285M | Sell |
3,023,296
-60,224
| -2% | -$5.3M | 0.27% | 63 |
|
|
2023
Q4 | $288M | Buy |
3,083,520
+165,643
| +6% | +$13.3M | 0.28% | 66 |
|
|
2023
Q3 | $238M | Buy |
2,917,877
+3,516
| +0.1% | +$305K | 0.24% | 77 |
|
|
2023
Q2 | $249M | Sell |
2,914,361
-52,821
| -2% | -$4.52M | 0.25% | 73 |
|
|
2023
Q1 | $261M | Sell |
2,967,182
-2,294,856
| -44% | -$214M | 0.26% | 66 |
|
|
2022
Q4 | $447M | Buy |
5,262,038
+765,347
| +17% | +$65.2M | 0.48% | 32 |
|
|
2022
Q3 | $355M | Sell |
4,496,691
-1,046,464
| -19% | -$88.2M | 0.4% | 42 |
|
|
2022
Q2 | $422M | Buy |
5,543,155
+1,158,383
| +26% | +$94.9M | 0.44% | 40 |
|
|
2022
Q1 | $383M | Buy |
4,384,772
+358,215
| +9% | +$34.6M | 0.33% | 52 |
|
|
2021
Q4 | $395M | Buy |
4,026,557
+748,130
| +23% | +$74.5M | 0.21% | 74 |
|
|
2021
Q3 | $319M | Sell |
3,278,427
-1,232,342
| -27% | -$122M | 0.18% | 96 |
|
|
2021
Q2 | $409M | Buy |
4,510,769
+1,978,413
| +78% | +$170M | 0.22% | 69 |
|
|
2021
Q1 | $197M | Buy |
2,532,356
+124,182
| +5% | +$9.52M | 0.1% | 219 |
|
|
2020
Q4 | $165M | Sell |
2,408,174
-26,475
| -1% | -$1.52M | 0.08% | 258 |
|
|
2020
Q3 | $118M | Sell |
2,434,649
-134,386
| -5% | -$6.77M | 0.07% | 301 |
|
|
2020
Q2 | $124M | Sell |
2,569,035
-1,140,802
| -31% | -$47.9M | 0.09% | 224 |
|
|
2020
Q1 | $126M | Buy |
3,709,837
+849,512
| +30% | +$40M | 0.11% | 167 |
|
|
2019
Q4 | $146M | Sell |
2,860,325
-85,162
| -3% | -$4.03M | 0.11% | 176 |
|
|
2019
Q3 | $126M | Buy |
2,945,487
+271,373
| +10% | +$11.6M | 0.11% | 178 |
|
|
2019
Q2 | $117M | Sell |
2,674,114
-53,136
| -2% | -$2.37M | 0.1% | 183 |
|
|
2019
Q1 | $115M | Sell |
2,727,250
-961,099
| -26% | -$40.4M | 0.11% | 181 |
|
|
2018
Q4 | $146M | Buy |
3,688,349
+256,348
| +7% | +$11.2M | 0.15% | 123 |
|
|
2018
Q3 | $160M | Buy |
3,432,001
+1,154,695
| +51% | +$56.4M | 0.14% | 122 |
|
|
2018
Q2 | $108M | Sell |
2,277,306
-478,326
| -17% | -$25M | 0.11% | 176 |
|
|
2018
Q1 | $149M | Buy |
2,755,632
+320,116
| +13% | +$17.7M | 0.14% | 130 |
|
|
2017
Q4 | $128M | Buy |
2,435,516
+47,228
| +2% | +$2.39M | 0.11% | 157 |
|
|
2017
Q3 | $115M | Sell |
2,388,288
-218,549
| -8% | -$10.1M | 0.11% | 180 |
|
|
2017
Q2 | $116M | Sell |
2,606,837
-834,315
| -24% | -$36M | 0.11% | 170 |
|
|
2017
Q1 | $147M | Sell |
3,441,152
-71,432
| -2% | -$3.17M | 0.13% | 145 |
|
|
2016
Q4 | $148M | Buy |
3,512,584
+44,753
| +1% | +$1.69M | 0.15% | 128 |
|
|
2016
Q3 | $111M | Buy |
3,467,831
+516,469
| +17% | +$15.4M | 0.11% | 179 |
|
|
2016
Q2 | $76.7M | Sell |
2,951,362
-834,277
| -22% | -$21.8M | 0.09% | 235 |
|
|
2016
Q1 | $94.7M | Buy |
3,785,639
+136,565
| +4% | +$3.49M | 0.11% | 187 |
|
|
2015
Q4 | $116M | Buy |
3,649,074
+381,362
| +12% | +$12.7M | 0.13% | 157 |
|
|
2015
Q3 | $103M | Buy |
3,267,712
+141,761
| +5% | +$5.16M | 0.12% | 166 |
|
|
2015
Q2 | $121M | Sell |
3,125,951
-260,777
| -8% | -$9.92M | 0.12% | 177 |
|
|
2015
Q1 | $121M | Sell |
3,386,728
-769,684
| -19% | -$27.6M | 0.12% | 174 |
|
|
2014
Q4 | $161M | Sell |
4,156,412
-647,552
| -13% | -$23M | 0.14% | 149 |
|
|
2014
Q3 | $166M | Buy |
4,803,964
+1,104,557
| +30% | +$36.8M | 0.14% | 142 |
|
|
2014
Q2 | $120M | Buy |
3,699,407
+259,602
| +8% | +$8M | 0.1% | 196 |
|
|
2014
Q1 | $107M | Sell |
3,439,805
-203,547
| -6% | -$6.29M | 0.1% | 174 |
|
|
2013
Q4 | $114M | Sell |
3,643,352
-192,554
| -5% | -$5.72M | 0.1% | 175 |
|
|
2013
Q3 | $103M | Buy |
3,835,906
+568,790
| +17% | +$15.3M | 0.1% | 164 |
|
|
2013
Q2 | $79.8M | Buy |
+3,267,116
| New | +$77.5M | 0.08% | 236 |
|
Other funds holding MS
Credit Suisse's MS Position: Q1 2024 in Review
Credit Suisse reduced its Morgan Stanley (MS) stake by 2% in Q1 2024, selling an estimated $5.3M and leaving 3,023,296 shares worth $285M. The position accounts for 0.27% of the portfolio, ranked #63.
Credit Suisse first reported a position in MS in Q2 2013 and has held it in 44 quarters since. The position peaked at $447M in Q4 2022. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.
- Credit Suisse held 3,023,296 shares of Morgan Stanley worth $285M as of Q1 2024.
- Credit Suisse sold 60,224 Morgan Stanley shares in Q1 2024, an estimated $5.3M.
- Morgan Stanley made up 0.27% of Credit Suisse's portfolio in Q1 2024, its #63 holding.
- Credit Suisse first reported a position in Morgan Stanley in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's Morgan Stanley position peaked at $447M in Q4 2022.
- 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.