GCM
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G2 Capital Management’s Morgan Stanley MS Stock Holding History

G2 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
2022
Q1 		– Sell
-2,234
Closed -$219K – 71
2021
Q4 		$219K Buy
+2,234
New +$223K 0.08% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

G2 Capital Management's MS Position: Q1 2022 in Review

G2 Capital Management sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 2,234 shares — an estimated $219K sold.

G2 Capital Management first reported a position in MS in Q4 2021 and held it in 1 quarter. The position peaked at $219K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • G2 Capital Management reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • G2 Capital Management sold 2,234 Morgan Stanley shares in Q1 2022, an estimated $219K.
  • G2 Capital Management first reported a position in Morgan Stanley in Q4 2021 and held it in 1 quarter.
  • G2 Capital Management's Morgan Stanley position peaked at $219K in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on G2 Capital Management's 13F filing for Q1 2022, filed 13 May 2022.