Cultivar Capital’s Morgan Stanley MS Stock Holding History

Cultivar 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	-1,111	Closed	-$108K	–	128
2024 Q2	$108K	Buy	+1,111	New	+$106K	0.09%	49

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cultivar Capital's MS Position: Q3 2024 in Review

Cultivar Capital sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 1,111 shares — an estimated $108K sold.

Cultivar Capital first reported a position in MS in Q2 2024 and held it in 1 quarter. The position peaked at $108K in Q2 2024. 1,872 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Cultivar Capital reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
Cultivar Capital sold 1,111 Morgan Stanley shares in Q3 2024, an estimated $108K.
Cultivar Capital first reported a position in Morgan Stanley in Q2 2024 and held it in 1 quarter.
Cultivar Capital's Morgan Stanley position peaked at $108K in Q2 2024.
1,872 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.