DMKJ
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David M. Knott Jr’s Morgan Stanley MS Stock Holding History

David M. Knott Jr’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
Q4 		– Sell
-293
Closed -$24K – 126
2023
Q3 		$24K Hold
293
– – 0.01% 101
2023
Q2 		$25K Hold
293
– – 0.01% 102
2023
Q1 		$26K Hold
293
– – 0.01% 98
2022
Q4 		$25K Hold
293
– – 0.01% 111
2022
Q3 		$23K Hold
293
– – 0.01% 122
2022
Q2 		$22K Buy
+293
New +$24K 0.01% 133

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

David M. Knott Jr's MS Position: Q4 2023 in Review

David M. Knott Jr sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 293 shares — an estimated $24K sold.

David M. Knott Jr first reported a position in MS in Q2 2022 and held it in 6 quarters. The position peaked at $26K in Q1 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • David M. Knott Jr reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • David M. Knott Jr sold 293 Morgan Stanley shares in Q4 2023, an estimated $24K.
  • David M. Knott Jr first reported a position in Morgan Stanley in Q2 2022 and held it in 6 quarters.
  • David M. Knott Jr's Morgan Stanley position peaked at $26K in Q1 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on David M. Knott Jr's 13F filing for Q4 2023, filed 13 Feb 2024.