Cumberland Partners’s Morgan Stanley MS Stock Holding History

Cumberland Partners’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
2023 Q2	–	Sell	-98,757	Closed	-$8.67M	–	175
2023 Q1	$8.67M	Buy	98,757 +39,955	+68%	+$3.73M	0.85%	31
2022 Q4	$5M	Buy	58,802 +38,662	+192%	+$3.3M	0.53%	45
2022 Q3	$1.59M	Sell	20,140 -198	-1%	-$16.7K	0.17%	85
2022 Q2	$1.55M	Sell	20,338 -27,902	-58%	-$2.29M	0.15%	88
2022 Q1	$4.22M	Sell	48,240 -11,350	-19%	-$1.09M	0.32%	67
2021 Q4	$5.85M	Buy	59,590 +2,075	+4%	+$207K	0.41%	61
2021 Q3	$5.6M	Buy	57,515 +9,586	+20%	+$950K	0.46%	61
2021 Q2	$4.39M	Buy	47,929 +9,475	+25%	+$812K	0.34%	76
2021 Q1	$2.99M	Buy	+38,454	New	+$2.95M	0.25%	83

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cumberland Partners's MS Position: Q2 2023 in Review

Cumberland Partners sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 98,757 shares — an estimated $8.67M sold.

Cumberland Partners first reported a position in MS in Q1 2021 and held it in 9 quarters. The position peaked at $8.67M in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Cumberland Partners reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
Cumberland Partners sold 98,757 Morgan Stanley shares in Q2 2023, an estimated $8.67M.
Cumberland Partners first reported a position in Morgan Stanley in Q1 2021 and held it in 9 quarters.
Cumberland Partners's Morgan Stanley position peaked at $8.67M in Q1 2023.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Cumberland Partners's 13F filing for Q2 2023, filed 9 Aug 2023.