GG
MS icon

Golden Green’s Morgan Stanley MS Stock Holding History

Golden Green’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
-12,637
Closed -$998K – 86
2022
Q3 		$998K Sell
12,637
-420
-3% -$35.4K 1.08% 19
2022
Q2 		$993K Sell
13,057
-264
-2% -$21.6K 1.04% 21
2022
Q1 		$1.16M Buy
13,321
+10,203
+327% +$984K 0.96% 24
2021
Q4 		$306K Hold
3,118
– – 0.25% 89
2021
Q3 		$303K Hold
3,118
– – 0.24% 108
2021
Q2 		$286K Sell
3,118
-197
-6% -$16.9K 0.22% 126
2021
Q1 		$257K Hold
3,315
– – 0.22% 136
2020
Q4 		$227K Buy
+3,315
New +$190K 0.21% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden Green's MS Position: Q4 2022 in Review

Golden Green sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 12,637 shares — an estimated $998K sold.

Golden Green first reported a position in MS in Q4 2020 and held it in 8 quarters. The position peaked at $1.16M in Q1 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Golden Green reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Golden Green sold 12,637 Morgan Stanley shares in Q4 2022, an estimated $998K.
  • Golden Green first reported a position in Morgan Stanley in Q4 2020 and held it in 8 quarters.
  • Golden Green's Morgan Stanley position peaked at $1.16M in Q1 2022.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Golden Green's 13F filing for Q4 2022, filed 20 Jan 2023.