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DoubleLine ETF Adviser’s Morgan Stanley MS Stock Holding History

DoubleLine ETF Adviser’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
Q4 		– Sell
-19,486
Closed -$2.03M – 195
2024
Q3 		$2.03M Sell
19,486
-1,461
-7% -$147K 0.49% 61
2024
Q2 		$2.04M Sell
20,947
-921
-4% -$87.7K 0.54% 44
2024
Q1 		$2.06M Buy
21,868
+727
+3% +$64K 0.52% 49
2023
Q4 		$1.97M Buy
21,141
+1,489
+8% +$119K 0.57% 44
2023
Q3 		$1.6M Buy
19,652
+713
+4% +$61.9K 0.58% 37
2023
Q2 		$1.62M Sell
18,939
-102
-0.5% -$8.72K 0.6% 46
2023
Q1 		$1.67M Buy
19,041
+438
+2% +$40.9K 0.71% 27
2022
Q4 		$1.58M Buy
+18,603
New +$1.59M 0.81% 26

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DoubleLine ETF Adviser's MS Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 19,486 shares — an estimated $2.03M sold.

DoubleLine ETF Adviser first reported a position in MS in Q4 2022 and held it in 8 quarters. The position peaked at $2.06M in Q1 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 19,486 Morgan Stanley shares in Q4 2024, an estimated $2.03M.
  • DoubleLine ETF Adviser first reported a position in Morgan Stanley in Q4 2022 and held it in 8 quarters.
  • DoubleLine ETF Adviser's Morgan Stanley position peaked at $2.06M in Q1 2024.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.