DCF Advisers’s Morgan Stanley MS Stock Holding History

DCF Advisers’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
2022 Q1	–	Sell	-12,500	Closed	-$1.23M	–	79
2021 Q4	$1.23M	Hold	12,500	–	–	0.5%	42
2021 Q3	$1.22M	Sell	12,500 -10,000	-44%	-$991K	0.54%	42
2021 Q2	$2.06M	Hold	22,500	–	–	0.73%	35
2021 Q1	$1.75M	Hold	22,500	–	–	0.76%	35
2020 Q4	$1.54M	Buy	+22,500	New	+$1.29M	0.64%	40

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

DCF Advisers's MS Position: Q1 2022 in Review

DCF Advisers sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 12,500 shares — an estimated $1.23M sold.

DCF Advisers first reported a position in MS in Q4 2020 and held it in 5 quarters. The position peaked at $2.06M in Q2 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

DCF Advisers reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
DCF Advisers sold 12,500 Morgan Stanley shares in Q1 2022, an estimated $1.23M.
DCF Advisers first reported a position in Morgan Stanley in Q4 2020 and held it in 5 quarters.
DCF Advisers's Morgan Stanley position peaked at $2.06M in Q2 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on DCF Advisers's 13F filing for Q1 2022, filed 13 May 2022.