Echo Street Capital Management’s Morgan Stanley MS Stock Holding History

Echo Street Capital Management’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	-5,439	Closed	-$464K	–	541
2023 Q2	$464K	Buy	+5,439	New	+$465K	﹤0.01%	283
2022 Q4	–	Sell	-2,589	Closed	-$205K	–	601
2022 Q3	$205K	Sell	2,589 -539	-17%	-$45.4K	﹤0.01%	487
2022 Q2	$238K	Sell	3,128 -917	-23%	-$75.1K	﹤0.01%	472
2022 Q1	$354K	Sell	4,045 -4,168	-51%	-$402K	﹤0.01%	480
2021 Q4	$806K	Buy	8,213 +623	+8%	+$62.1K	0.01%	297
2021 Q3	$739K	Buy	7,590 +5,082	+203%	+$504K	0.01%	315
2021 Q2	$230K	Sell	2,508 -4,802	-66%	-$412K	﹤0.01%	533
2021 Q1	$568K	Buy	+7,310	New	+$560K	0.01%	269

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Echo Street Capital Management's MS Position: Q3 2023 in Review

Echo Street Capital Management sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 5,439 shares — an estimated $464K sold.

Echo Street Capital Management first reported a position in MS in Q1 2021 and held it in 8 quarters. The position peaked at $806K in Q4 2021. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Echo Street Capital Management reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,439 Morgan Stanley shares in Q3 2023, an estimated $464K.
Echo Street Capital Management first reported a position in Morgan Stanley in Q1 2021 and held it in 8 quarters.
Echo Street Capital Management's Morgan Stanley position peaked at $806K in Q4 2021.
1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.