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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,307,500
| Closed | -$128M | – | 4071 |
|
|
2021
Q4 | $128M | Buy |
1,307,500
+187,200
| +17% | +$18.6M | 0.07% | 298 |
|
|
2021
Q3 | $109M | Buy |
1,120,300
+229,800
| +26% | +$22.8M | 0.06% | 342 |
|
|
2021
Q2 | $80.7M | Sell |
890,500
-163,300
| -15% | -$14M | 0.04% | 465 |
|
|
2021
Q1 | $81.8M | Sell |
1,053,800
-19,500
| -2% | -$1.49M | 0.04% | 485 |
|
|
2020
Q4 | $73.6M | Sell |
1,073,300
-44,700
| -4% | -$2.56M | 0.04% | 531 |
|
|
2020
Q3 | $54.1M | Buy |
1,118,000
+320,100
| +40% | +$16.1M | 0.03% | 577 |
|
|
2020
Q2 | $38.5M | Sell |
797,900
-469,300
| -37% | -$19.7M | 0.03% | 648 |
|
|
2020
Q1 | $43.1M | Sell |
1,267,200
-693,900
| -35% | -$32.7M | 0.04% | 486 |
|
|
2019
Q4 | $100M | Buy |
1,961,100
+619,600
| +46% | +$29.3M | 0.07% | 277 |
|
|
2019
Q3 | $57.2M | Buy |
1,341,500
+201,300
| +18% | +$8.6M | 0.05% | 413 |
|
|
2019
Q2 | $50M | Buy |
1,140,200
+10,200
| +0.9% | +$455K | 0.04% | 448 |
|
|
2019
Q1 | $47.7M | Buy |
1,130,000
+700,000
| +163% | +$29.5M | 0.04% | 445 |
|
|
2018
Q4 | $17.1M | Buy |
430,000
+225,000
| +110% | +$9.82M | 0.02% | 877 |
|
|
2018
Q3 | $9.55M | Hold |
205,000
| – | – | 0.01% | 1282 |
|
|
2018
Q2 | $9.72M | Sell |
205,000
-421,500
| -67% | -$22M | 0.01% | 1260 |
|
|
2018
Q1 | $33.8M | Sell |
626,500
-3,635,100
| -85% | -$201M | 0.03% | 590 |
|
|
2017
Q4 | $224M | Buy |
4,261,600
+168,900
| +4% | +$8.54M | 0.2% | 91 |
|
|
2017
Q3 | $197M | Sell |
4,092,700
-3,445,000
| -46% | -$160M | 0.19% | 89 |
|
|
2017
Q2 | $336M | Buy |
7,537,700
+4,874,400
| +183% | +$210M | 0.33% | 53 |
|
|
2017
Q1 | $114M | Sell |
2,663,300
-507,700
| -16% | -$22.5M | 0.1% | 193 |
|
|
2016
Q4 | $134M | Buy |
3,171,000
+1,854,800
| +141% | +$70.1M | 0.13% | 148 |
|
|
2016
Q3 | $42.2M | Buy |
1,316,200
+1,286,200
| +4,287% | +$38.4M | 0.04% | 500 |
|
|
2016
Q2 | $779K | Sell |
30,000
-854,800
| -97% | -$22.4M | ﹤0.01% | 3135 |
|
|
2016
Q1 | $22.1M | Buy |
884,800
+854,800
| +2,849% | +$21.8M | 0.03% | 678 |
|
|
2015
Q4 | $954K | Sell |
30,000
-270,000
| -90% | -$8.97M | ﹤0.01% | 2853 |
|
|
2015
Q3 | $9.45M | Buy |
300,000
+197,400
| +192% | +$7.19M | 0.01% | 1151 |
|
|
2015
Q2 | $3.98M | Sell |
102,600
-5,273,400
| -98% | -$201M | ﹤0.01% | 1937 |
|
|
2015
Q1 | $192M | Buy |
5,376,000
+2,435,900
| +83% | +$87.4M | 0.19% | 105 |
|
|
2014
Q4 | $114M | Buy |
2,940,100
+2,843,800
| +2,953% | +$101M | 0.1% | 199 |
|
|
2014
Q3 | $3.33M | Sell |
96,300
-15,100
| -14% | -$503K | ﹤0.01% | 2080 |
|
|
2014
Q2 | $3.6M | Buy |
111,400
+15,100
| +16% | +$466K | ﹤0.01% | 2238 |
|
|
2014
Q1 | $3M | Sell |
96,300
-192,800
| -67% | -$5.96M | ﹤0.01% | 2203 |
|
|
2013
Q4 | $9.07M | Sell |
289,100
-370,900
| -56% | -$11M | 0.01% | 1354 |
|
|
2013
Q3 | $17.8M | Sell |
660,000
-150,000
| -19% | -$4.02M | 0.02% | 800 |
|
|
2013
Q2 | $19.8M | Buy |
+810,000
| New | +$19.2M | 0.02% | 760 |
|
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.