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Denali Advisors’s Morgan Stanley MS Stock Holding History

Denali Advisors’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
2024
Q1 		– Sell
-5,500
Closed -$513K – 478
2023
Q4 		$513K Sell
5,500
-1,600
-23% -$128K 0.16% 137
2023
Q3 		$580K Buy
+7,100
New +$616K 0.2% 124
2022
Q3 		– Sell
-500
Closed -$38K – 393
2022
Q2 		$38K Buy
+500
New +$41K 0.02% 239
2021
Q2 		– Sell
-8,800
Closed -$683K – 337
2021
Q1 		$683K Sell
8,800
-94,000
-91% -$7.2M 0.21% 137
2020
Q4 		$7.04M Sell
102,800
-24,600
-19% -$1.41M 1.2% 16
2020
Q3 		$6.16M Sell
127,400
-12,500
-9% -$630K 1.22% 15
2020
Q2 		$6.76M Sell
139,900
-45,600
-25% -$1.92M 1.31% 10
2020
Q1 		$6.31M Sell
185,500
-2,900
-2% -$137K 1.37% 27
2019
Q4 		$9.63M Buy
188,400
+89,100
+90% +$4.22M 1.37% 24
2019
Q3 		$4.24M Buy
99,300
+83,200
+517% +$3.56M 0.59% 57
2019
Q2 		$705K Sell
16,100
-3,100
-16% -$138K 0.11% 132
2019
Q1 		$810K Buy
+19,200
New +$808K 0.13% 87

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

Denali Advisors's MS Position: Q1 2024 in Review

Denali Advisors sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 5,500 shares — an estimated $513K sold.

Denali Advisors first reported a position in MS in Q1 2019 and held it in 12 quarters. The position peaked at $9.63M in Q4 2019. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Denali Advisors reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Denali Advisors sold 5,500 Morgan Stanley shares in Q1 2024, an estimated $513K.
  • Denali Advisors first reported a position in Morgan Stanley in Q1 2019 and held it in 12 quarters.
  • Denali Advisors's Morgan Stanley position peaked at $9.63M in Q4 2019.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Denali Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.