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DSC Advisors’s Morgan Stanley MS Stock Holding History

DSC 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
2022
Q4 		– Sell
-3,427
Closed -$271K – 63
2022
Q3 		$271K Sell
3,427
-783
-19% -$66K 0.28% 67
2022
Q2 		$320K Buy
4,210
+162
+4% +$13.3K 0.32% 63
2022
Q1 		$354K Buy
+4,048
New +$391K 0.12% 80
2021
Q3 		– Sell
-193,520
Closed -$17.7M – 77
2021
Q2 		$17.7M Sell
193,520
-42
-0% -$3.6K 12.82% 1
2021
Q1 		$15M Buy
193,562
+1,089
+0.6% +$83.5K 9.31% 4
2020
Q4 		$13.2M Buy
192,473
+59
+0% +$3.38K 10.91% 4
2020
Q3 		$9.3M Sell
192,414
-24,896
-11% -$1.25M 6.22% 4
2020
Q2 		$10.5M Sell
217,310
-25,027
-10% -$1.05M 11.51% 2
2020
Q1 		$8.24M Sell
242,337
-92,509
-28% -$4.36M 8.05% 4
2019
Q4 		$17.1M Sell
334,846
-99,990
-23% -$4.73M 8.2% 2
2019
Q3 		$18.6M Buy
434,836
+16
+0% +$684 3.67% 5
2019
Q2 		$19.1M Buy
434,820
+74
+0% +$3.3K 3.35% 4
2019
Q1 		$18.3M Sell
434,746
-61
-0% -$2.57K 3.37% 4
2018
Q4 		$17.2M Buy
+434,807
New +$19M 2.09% 6

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

DSC Advisors's MS Position: Q4 2022 in Review

DSC Advisors sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 3,427 shares — an estimated $271K sold.

DSC Advisors first reported a position in MS in Q4 2018 and held it in 14 quarters. The position peaked at $19.1M in Q2 2019. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • DSC Advisors reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • DSC Advisors sold 3,427 Morgan Stanley shares in Q4 2022, an estimated $271K.
  • DSC Advisors first reported a position in Morgan Stanley in Q4 2018 and held it in 14 quarters.
  • DSC Advisors's Morgan Stanley position peaked at $19.1M in Q2 2019.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.