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Egerton Capital (UK)’s Morgan Stanley MS Stock Holding History

Egerton Capital (UK)’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
Q3 		– Sell
-2,628,323
Closed -$125M – 33
2018
Q2 		$125M Sell
2,628,323
-508,031
-16% -$26.5M 0.95% 29
2018
Q1 		$169M Sell
3,136,354
-177,273
-5% -$9.81M 1.38% 27
2017
Q4 		$174M Sell
3,313,627
-303,530
-8% -$15.3M 1.52% 27
2017
Q3 		$174M Buy
3,617,157
+311,102
+9% +$14.4M 1.56% 24
2017
Q2 		$147M Buy
3,306,055
+10,749
+0.3% +$464K 1.48% 23
2017
Q1 		$141M Buy
3,295,306
+1,069,925
+48% +$47.5M 1.53% 22
2016
Q4 		$94M Buy
+2,225,381
New +$84.1M 1.14% 22

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Egerton Capital (UK)'s MS Position: Q3 2018 in Review

Egerton Capital (UK) sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 2,628,323 shares — an estimated $125M sold.

Egerton Capital (UK) first reported a position in MS in Q4 2016 and held it in 7 quarters. The position peaked at $174M in Q3 2017. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Egerton Capital (UK) reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Egerton Capital (UK) sold 2,628,323 Morgan Stanley shares in Q3 2018, an estimated $125M.
  • Egerton Capital (UK) first reported a position in Morgan Stanley in Q4 2016 and held it in 7 quarters.
  • Egerton Capital (UK)'s Morgan Stanley position peaked at $174M in Q3 2017.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Egerton Capital (UK)'s 13F filing for Q3 2018, filed 13 Nov 2018.