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Eidelman Virant Capital’s Morgan Stanley MS Stock Holding History

Eidelman Virant Capital’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
Q3 		$1.07M Hold
13,400
– – 0.79% 37
2022
Q2 		$1.06M Buy
+13,400
New +$1.1M 0.76% 41

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eidelman Virant Capital's MS Position: Q3 2022 in Review

Eidelman Virant Capital held its Morgan Stanley (MS) position steady in Q3 2022 at 13,400 shares worth $1.07M. The position accounts for 0.79% of the portfolio, ranked #37.

Eidelman Virant Capital first reported a position in MS in Q2 2022 and has held it in 2 quarters since. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Eidelman Virant Capital held 13,400 shares of Morgan Stanley worth $1.07M as of Q3 2022.
  • Eidelman Virant Capital left its Morgan Stanley share count unchanged in Q3 2022.
  • Morgan Stanley made up 0.79% of Eidelman Virant Capital's portfolio in Q3 2022, its #37 holding.
  • Eidelman Virant Capital first reported a position in Morgan Stanley in Q2 2022 and has held it in 2 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Eidelman Virant Capital's 13F filing for Q3 2022, filed 25 Oct 2022.