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Duality Advisers’s Morgan Stanley MS Stock Holding History

Duality Advisers’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
Q4 		– Sell
-14,988
Closed -$1.22M – 682
2023
Q3 		$1.22M Buy
+14,988
New +$1.3M 0.15% 245
2022
Q1 		– Sell
-32,433
Closed -$3.18M – 759
2021
Q4 		$3.18M Sell
32,433
-46,663
-59% -$4.65M 0.34% 90
2021
Q3 		$7.7M Buy
79,096
+44,158
+126% +$4.38M 0.59% 12
2021
Q2 		$3.2M Sell
34,938
-75,343
-68% -$6.46M 0.28% 115
2021
Q1 		$8.56M Buy
+110,281
New +$8.45M 0.74% 11
2020
Q4 		– Sell
-190,420
Closed -$9.21M – 663
2020
Q3 		$9.21M Buy
190,420
+180,649
+1,849% +$9.1M 0.59% 29
2020
Q2 		$472K Buy
+9,771
New +$410K 0.04% 316
2020
Q1 		– Sell
-126,624
Closed -$6.47M – 210
2019
Q4 		$6.47M Sell
126,624
-78,616
-38% -$3.72M 0.39% 88
2019
Q3 		$8.76M Buy
205,240
+70,860
+53% +$3.03M 0.49% 45
2019
Q2 		$5.89M Buy
134,380
+37,820
+39% +$1.69M 0.52% 51
2019
Q1 		$4.08M Buy
96,560
+39,630
+70% +$1.67M 0.24% 124
2018
Q4 		$2.26M Buy
+56,930
New +$2.48M 0.13% 147

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

Duality Advisers's MS Position: Q4 2023 in Review

Duality Advisers sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 14,988 shares — an estimated $1.22M sold.

Duality Advisers first reported a position in MS in Q4 2018 and held it in 12 quarters. The position peaked at $9.21M in Q3 2020. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Duality Advisers reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Duality Advisers sold 14,988 Morgan Stanley shares in Q4 2023, an estimated $1.22M.
  • Duality Advisers first reported a position in Morgan Stanley in Q4 2018 and held it in 12 quarters.
  • Duality Advisers's Morgan Stanley position peaked at $9.21M in Q3 2020.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.