Cutler Group’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 | $35K | Sell |
2,500
-238,600
| -99% | -$21M | 0.01% | 809 |
|
|
2023
Q4 | $1.43M | Buy |
241,100
+158,000
| +190% | +$12.6M | 0.13% | 161 |
|
|
2023
Q3 | $188K | Buy |
83,100
+35,800
| +76% | +$3.11M | 0.02% | 777 |
|
|
2023
Q2 | $46K | Sell |
47,300
-133,000
| -74% | -$11.4M | 0.01% | 1338 |
|
|
2023
Q1 | $273K | Buy |
180,300
+75,900
| +73% | +$7.08M | 0.03% | 556 |
|
|
2022
Q4 | $137K | Sell |
104,400
-116,000
| -53% | -$9.89M | 0.01% | 993 |
|
|
2022
Q3 | $281K | Buy |
220,400
+3,300
| +2% | +$278K | 0.02% | 804 |
|
|
2022
Q2 | $165K | Buy |
217,100
+22,400
| +12% | +$1.83M | 0.01% | 1110 |
|
|
2022
Q1 | $462K | Buy |
194,700
+25,000
| +15% | +$2.41M | 0.02% | 711 |
|
|
2021
Q4 | $869K | Buy |
169,700
+54,800
| +48% | +$5.46M | 0.04% | 508 |
|
|
2021
Q3 | $679K | Buy |
114,900
+12,700
| +12% | +$1.26M | 0.03% | 635 |
|
|
2021
Q2 | $618K | Buy |
102,200
+3,100
| +3% | +$266K | 0.03% | 659 |
|
|
2021
Q1 | $729K | Sell |
99,100
-8,000
| -7% | -$613K | 0.04% | 563 |
|
|
2020
Q4 | $1.07M | Buy |
107,100
+9,100
| +9% | +$522K | 0.05% | 372 |
|
|
2020
Q3 | $163K | Sell |
98,000
-40,800
| -29% | -$2.06M | 0.01% | 1031 |
|
|
2020
Q2 | $565K | Buy |
138,800
+22,900
| +20% | +$962K | 0.04% | 454 |
|
|
2020
Q1 | $23K | Buy |
115,900
+54,600
| +89% | +$2.57M | ﹤0.01% | 2207 |
|
|
2019
Q4 | $70K | Buy |
61,300
+36,900
| +151% | +$1.75M | ﹤0.01% | 1400 |
|
|
2019
Q3 | $5K | Sell |
24,400
-9,600
| -28% | -$410K | ﹤0.01% | 3039 |
|
|
2019
Q2 | $20K | Buy |
34,000
+31,400
| +1,208% | +$1.4M | ﹤0.01% | 2211 |
|
|
2019
Q1 | $1K | Sell |
2,600
-64,200
| -96% | -$2.7M | ﹤0.01% | 3733 |
|
|
2018
Q4 | $7K | Sell |
66,800
-9,300
| -12% | -$406K | ﹤0.01% | 2749 |
|
|
2018
Q3 | $40K | Buy |
76,100
+69,800
| +1,108% | +$3.41M | ﹤0.01% | 1752 |
|
|
2018
Q2 | $5K | Buy |
6,300
+900
| +17% | +$47K | ﹤0.01% | 3110 |
|
|
2018
Q1 | $19K | Sell |
5,400
-36,800
| -87% | -$2.04M | ﹤0.01% | 2334 |
|
|
2017
Q4 | $113K | Sell |
42,200
-41,200
| -49% | -$2.08M | ﹤0.01% | 1296 |
|
|
2017
Q3 | $127K | Buy |
83,400
+700
| +0.8% | +$32.5K | ﹤0.01% | 1471 |
|
|
2017
Q2 | $83K | Buy |
82,700
+400
| +0.5% | +$17.2K | ﹤0.01% | 2019 |
|
|
2017
Q1 | $130K | Sell |
82,300
-10,400
| -11% | -$461K | 0.01% | 1507 |
|
|
2016
Q4 | $452K | Sell |
92,700
-6,400
| -6% | -$242K | 0.02% | 745 |
|
|
2016
Q3 | $203K | Buy |
99,100
+29,400
| +42% | +$877K | 0.01% | 1193 |
|
|
2016
Q2 | $26K | Buy |
69,700
+53,600
| +333% | +$1.4M | ﹤0.01% | 3071 |
|
|
2016
Q1 | $7K | Buy |
16,100
+3,800
| +31% | +$97K | ﹤0.01% | 4494 |
|
|
2015
Q4 | $3K | Buy |
+12,300
| New | +$409K | ﹤0.01% | 5321 |
|
Other funds holding MS
Cutler Group's MS Position: Q1 2024 in Review
Cutler Group opened a new position in Morgan Stanley (MS) in Q1 2024: 3,029 shares worth $285K. The stake represents 0.09% of the portfolio and ranks #214 among its holdings. This is a return to the name: Cutler Group previously reported a position in MS as recently as Q3 2023.
Cutler Group first reported a position in MS in Q4 2015 and has held it in 30 quarters since. The position peaked at $7.02M in Q2 2021. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.
- Cutler Group held 3,029 shares of Morgan Stanley worth $285K as of Q1 2024.
- Morgan Stanley was a new Cutler Group position in Q1 2024.
- Morgan Stanley made up 0.09% of Cutler Group's portfolio in Q1 2024, its #214 holding.
- Cutler Group first reported a position in Morgan Stanley in Q4 2015 and has held it in 30 quarters since.
- Cutler Group's Morgan Stanley position peaked at $7.02M in Q2 2021.
- 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.
Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.