CCM
MS icon

CWH Capital Management’s Morgan Stanley MS Stock Holding History

CWH Capital Management’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
2020
Q4 		$694K Buy
10,131
+4,100
+68% +$235K 0.29% 43
2020
Q3 		$292K Buy
6,031
+1,614
+37% +$81.3K 0.13% 68
2020
Q2 		$213K Buy
+4,417
New +$186K 0.1% 55

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CWH Capital Management's MS Position: Q4 2020 in Review

CWH Capital Management increased its Morgan Stanley (MS) stake by 68% in Q4 2020, buying an estimated $235K and bringing the position to 10,131 shares worth $694K. The position accounts for 0.29% of the portfolio, ranked #43.

CWH Capital Management first reported a position in MS in Q2 2020 and has held it in 3 quarters since. 1,366 funds tracked by Wall St. Rank hold MS as of Q4 2020.

  • CWH Capital Management held 10,131 shares of Morgan Stanley worth $694K as of Q4 2020.
  • CWH Capital Management bought 4,100 Morgan Stanley shares in Q4 2020, an estimated $235K.
  • Morgan Stanley made up 0.29% of CWH Capital Management's portfolio in Q4 2020, its #43 holding.
  • CWH Capital Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 3 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.