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 | $2K | Sell |
4,900
-112,300
| -96% | -$9.89M | ﹤0.01% | 1869 |
|
|
2023
Q4 | $31K | Buy |
117,200
+33,100
| +39% | +$2.65M | ﹤0.01% | 1723 |
|
|
2023
Q3 | $541K | Buy |
84,100
+38,300
| +84% | +$3.33M | 0.06% | 400 |
|
|
2023
Q2 | $195K | Sell |
45,800
-58,700
| -56% | -$5.02M | 0.03% | 620 |
|
|
2023
Q1 | $339K | Sell |
104,500
-9,600
| -8% | -$896K | 0.04% | 470 |
|
|
2022
Q4 | $335K | Sell |
114,100
-54,000
| -32% | -$4.6M | 0.03% | 572 |
|
|
2022
Q3 | $878K | Buy |
168,100
+19,000
| +13% | +$1.6M | 0.06% | 343 |
|
|
2022
Q2 | $1.42M | Sell |
149,100
-92,100
| -38% | -$7.54M | 0.1% | 252 |
|
|
2022
Q1 | $1.64M | Buy |
241,200
+5,600
| +2% | +$540K | 0.09% | 246 |
|
|
2021
Q4 | $613K | Buy |
235,600
+4,500
| +2% | +$448K | 0.03% | 648 |
|
|
2021
Q3 | $914K | Buy |
231,100
+119,500
| +107% | +$11.8M | 0.04% | 502 |
|
|
2021
Q2 | $118K | Buy |
111,600
+24,500
| +28% | +$2.1M | 0.01% | 1729 |
|
|
2021
Q1 | $171K | Sell |
87,100
-95,600
| -52% | -$7.33M | 0.01% | 1382 |
|
|
2020
Q4 | $104K | Sell |
182,700
-12,800
| -7% | -$734K | ﹤0.01% | 1500 |
|
|
2020
Q3 | $486K | Buy |
195,500
+49,100
| +34% | +$2.47M | 0.03% | 544 |
|
|
2020
Q2 | $320K | Buy |
146,400
+75,700
| +107% | +$3.18M | 0.02% | 644 |
|
|
2020
Q1 | $623K | Sell |
70,700
-26,300
| -27% | -$1.24M | 0.03% | 484 |
|
|
2019
Q4 | $37K | Buy |
97,000
+78,700
| +430% | +$3.73M | ﹤0.01% | 1836 |
|
|
2019
Q3 | $29K | Sell |
18,300
-3,400
| -16% | -$145K | ﹤0.01% | 1917 |
|
|
2019
Q2 | $25K | Buy |
21,700
+15,700
| +262% | +$700K | ﹤0.01% | 2031 |
|
|
2019
Q1 | $2K | Sell |
6,000
-104,000
| -95% | -$4.38M | ﹤0.01% | 3408 |
|
|
2018
Q4 | $176K | Sell |
110,000
-5,900
| -5% | -$257K | 0.02% | 706 |
|
|
2018
Q3 | $63K | Buy |
115,900
+5,300
| +5% | +$259K | ﹤0.01% | 1462 |
|
|
2018
Q2 | $109K | Buy |
110,600
+26,900
| +32% | +$1.41M | 0.01% | 1101 |
|
|
2018
Q1 | $78K | Buy |
83,700
+8,200
| +11% | +$454K | 0.01% | 1359 |
|
|
2017
Q4 | $81K | Sell |
75,500
-75,100
| -50% | -$3.8M | ﹤0.01% | 1517 |
|
|
2017
Q3 | $158K | Sell |
150,600
-66,400
| -31% | -$3.08M | 0.01% | 1325 |
|
|
2017
Q2 | $112K | Buy |
217,000
+213,000
| +5,325% | +$9.18M | ﹤0.01% | 1759 |
|
|
2017
Q1 | $8K | Sell |
4,000
-34,500
| -90% | -$1.53M | ﹤0.01% | 4284 |
|
|
2016
Q4 | $4K | Buy |
38,500
+23,100
| +150% | +$873K | ﹤0.01% | 5101 |
|
|
2016
Q3 | $11K | Buy |
15,400
+3,100
| +25% | +$92.5K | ﹤0.01% | 4114 |
|
|
2016
Q2 | $28K | Buy |
12,300
+9,400
| +324% | +$246K | ﹤0.01% | 3010 |
|
|
2016
Q1 | $31K | Sell |
2,900
-43,800
| -94% | -$1.12M | ﹤0.01% | 2808 |
|
|
2015
Q4 | $21K | Buy |
+46,700
| New | +$1.55M | ﹤0.01% | 3373 |
|
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.