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Credit Suisse’s Morgan Stanley MS Stock Holding History

Credit Suisse’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
Q1 		– Sell
-509,500
Closed -$50M – 4070
2021
Q4 		$50M Sell
509,500
-198,900
-28% -$19.8M 0.03% 646
2021
Q3 		$68.9M Buy
708,400
+89,900
+15% +$8.91M 0.04% 507
2021
Q2 		$56.1M Buy
618,500
+187,700
+44% +$16.1M 0.03% 621
2021
Q1 		$33.5M Sell
430,800
-576,400
-57% -$44.2M 0.02% 895
2020
Q4 		$69M Buy
1,007,200
+111,600
+12% +$6.4M 0.03% 563
2020
Q3 		$43.3M Buy
895,600
+238,500
+36% +$12M 0.03% 672
2020
Q2 		$31.7M Sell
657,100
-105,300
-14% -$4.42M 0.02% 726
2020
Q1 		$25.9M Sell
762,400
-527,800
-41% -$24.9M 0.02% 705
2019
Q4 		$66M Buy
1,290,200
+364,900
+39% +$17.3M 0.05% 421
2019
Q3 		$39.5M Buy
925,300
+55,400
+6% +$2.37M 0.03% 566
2019
Q2 		$38.1M Buy
869,900
+144,900
+20% +$6.46M 0.03% 574
2019
Q1 		$30.6M Sell
725,000
-25,000
-3% -$1.05M 0.03% 632
2018
Q4 		$29.7M Buy
750,000
+650,000
+650% +$28.4M 0.03% 582
2018
Q3 		$4.66M Buy
100,000
+50,000
+100% +$2.44M ﹤0.01% 1744
2018
Q2 		$2.37M Buy
+50,000
New +$2.61M ﹤0.01% 2312
2018
Q1 		– Sell
-23,900
Closed -$1.25M – 4079
2017
Q4 		$1.25M Sell
23,900
-1,872,700
-99% -$94.7M ﹤0.01% 2828
2017
Q3 		$91.4M Buy
1,896,600
+1,284,100
+210% +$59.6M 0.09% 231
2017
Q2 		$27.3M Buy
612,500
+52,500
+9% +$2.26M 0.03% 657
2017
Q1 		$24M Sell
560,000
-275,000
-33% -$12.2M 0.02% 733
2016
Q4 		$35.3M Sell
835,000
-1,585,000
-65% -$59.9M 0.04% 553
2016
Q3 		$77.6M Buy
2,420,000
+1,871,700
+341% +$55.8M 0.07% 267
2016
Q2 		$14.2M Sell
548,300
-336,700
-38% -$8.81M 0.02% 953
2016
Q1 		$22.1M Buy
885,000
+835,000
+1,670% +$21.3M 0.03% 677
2015
Q4 		$1.59M Buy
+50,000
New +$1.66M ﹤0.01% 2444
2014
Q3 		– Sell
-173,700
Closed -$5.62M – 4580
2014
Q2 		$5.62M Sell
173,700
-1,749,600
-91% -$53.9M ﹤0.01% 1856
2014
Q1 		$59.9M Buy
+1,923,300
New +$59.4M 0.06% 344

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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.