EIP
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Ellis Investment Partners’s Morgan Stanley MS Stock Holding History

Ellis Investment Partners’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
-42
Closed -$3K – 531
2022
Q3 		$3K Buy
+42
New +$3.54K ﹤0.01% 704

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Capital World Investors
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Geode Capital Management
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Ellis Investment Partners's MS Position: Q4 2022 in Review

Ellis Investment Partners sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 42 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in MS in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Ellis Investment Partners reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 42 Morgan Stanley shares in Q4 2022, an estimated $3K.
  • Ellis Investment Partners first reported a position in Morgan Stanley in Q3 2022 and held it in 1 quarter.
  • Ellis Investment Partners's Morgan Stanley position peaked at $3K in Q3 2022.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.