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Disciplined Investments’s Morgan Stanley MS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-72
Closed -$6.15K – 1006
2023
Q2 		$6.15K Sell
72
-10
-12% -$855 ﹤0.01% 383
2023
Q1 		$7.2K Buy
82
+7
+9% +$653 ﹤0.01% 384
2022
Q4 		$6.38K Buy
75
+9
+14% +$767 ﹤0.01% 363
2022
Q3 		$5K Sell
66
-13
-16% -$1.1K ﹤0.01% 436
2022
Q2 		$6K Buy
79
+19
+32% +$1.56K ﹤0.01% 428
2022
Q1 		$5K Buy
+60
New +$5.79K ﹤0.01% 462

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Disciplined Investments's MS Position: Q3 2023 in Review

Disciplined Investments sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 72 shares — an estimated $6.15K sold.

Disciplined Investments first reported a position in MS in Q1 2022 and held it in 6 quarters. The position peaked at $7.2K in Q1 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Disciplined Investments reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 72 Morgan Stanley shares in Q3 2023, an estimated $6.15K.
  • Disciplined Investments first reported a position in Morgan Stanley in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Morgan Stanley position peaked at $7.2K in Q1 2023.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.