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DSAM Partners’s Morgan Stanley MS Stock Holding History

DSAM Partners’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
2018
Q2 		– Sell
-719,123
Closed -$38.8M – 60
2018
Q1 		$38.8M Sell
719,123
-72,208
-9% -$4M 6.58% 1
2017
Q4 		$41.5M Buy
791,331
+681,856
+623% +$34.5M 6.98% 3
2017
Q3 		$5.27M Buy
+109,475
New +$5.08M 0.73% 32
2017
Q2 		– Sell
-286,857
Closed -$12.3M – 53
2017
Q1 		$12.3M Buy
+286,857
New +$12.7M 2.68% 13
2014
Q4 		– Sell
-250,000
Closed -$8.64M – 39
2014
Q3 		$8.64M Buy
+250,000
New +$8.33M 2.59% 15
2013
Q3 		– Sell
-436,124
Closed -$10.7M – 33
2013
Q2 		$10.7M Buy
+436,124
New +$10.3M 6.94% 5

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSAM Partners's MS Position: Q2 2018 in Review

DSAM Partners sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 719,123 shares — an estimated $38.8M sold.

DSAM Partners first reported a position in MS in Q2 2013 and held it in 6 quarters. The position peaked at $41.5M in Q4 2017. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

  • DSAM Partners reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
  • DSAM Partners sold 719,123 Morgan Stanley shares in Q2 2018, an estimated $38.8M.
  • DSAM Partners first reported a position in Morgan Stanley in Q2 2013 and held it in 6 quarters.
  • DSAM Partners's Morgan Stanley position peaked at $41.5M in Q4 2017.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on DSAM Partners's 13F filing for Q2 2018, filed 23 Jul 2018.