GJCM
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Grand Jean Capital Management’s Morgan Stanley MS Stock Holding History

Grand Jean 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
2025
Q1 		– Sell
-168,582
Closed -$21.2M – 30
2024
Q4 		$21.2M Sell
168,582
-803
-0.5% -$98.9K 4.92% 7
2024
Q3 		$17.7M Sell
169,385
-200
-0.1% -$20.1K 3.95% 11
2024
Q2 		$16.5M Buy
169,585
+1,415
+0.8% +$135K 4.11% 12
2024
Q1 		$15.8M Buy
168,170
+6,776
+4% +$597K 4.18% 11
2023
Q4 		$15M Sell
161,394
-36,461
-18% -$2.92M 4.5% 8
2023
Q3 		$16.8M Hold
197,855
– – 5.23% 6
2023
Q2 		$16.9M Buy
197,855
+53,473
+37% +$4.57M 5.73% 6
2023
Q1 		$12.7M Buy
144,382
+1,216
+0.8% +$113K 4.88% 7
2022
Q4 		$12.2M Sell
143,166
-2,135
-1% -$182K 5.49% 7
2022
Q3 		$11.5M Sell
145,301
-375
-0.3% -$31.6K 5.09% 9
2022
Q2 		$11.1M Sell
145,676
-844
-0.6% -$69.1K 4.44% 11
2022
Q1 		$12.8M Sell
146,520
-36,354
-20% -$3.51M 3.52% 14
2021
Q4 		$18M Sell
182,874
-12,319
-6% -$1.23M 4.46% 9
2021
Q3 		$19M Sell
195,193
-105
-0.1% -$10.4K 4.8% 4
2021
Q2 		$17.9M Buy
195,298
+35
+0% +$3K 4.44% 6
2021
Q1 		$15.2M Buy
195,263
+945
+0.5% +$72.4K 4.01% 9
2020
Q4 		$13.3M Buy
194,318
+174,758
+893% +$10M 3.77% 13
2020
Q3 		$946K Sell
19,560
-75
-0.4% -$3.78K 0.36% 26
2020
Q2 		$948K Hold
19,635
– – 0.38% 25
2020
Q1 		$668K Hold
19,635
– – 0.37% 24
2019
Q4 		$1M Hold
19,635
– – 0.38% 24
2019
Q3 		$838K Sell
19,635
-1,700
-8% -$72.7K 0.35% 27
2019
Q2 		$935K Buy
21,335
+11,085
+108% +$494K 0.38% 25
2019
Q1 		$433K Buy
+10,250
New +$431K 0.18% 32

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grand Jean Capital Management's MS Position: Q1 2025 in Review

Grand Jean Capital Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 168,582 shares — an estimated $21.2M sold.

Grand Jean Capital Management first reported a position in MS in Q1 2019 and held it in 24 quarters. The position peaked at $21.2M in Q4 2024. 2,100 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Grand Jean Capital Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Grand Jean Capital Management sold 168,582 Morgan Stanley shares in Q1 2025, an estimated $21.2M.
  • Grand Jean Capital Management first reported a position in Morgan Stanley in Q1 2019 and held it in 24 quarters.
  • Grand Jean Capital Management's Morgan Stanley position peaked at $21.2M in Q4 2024.
  • 2,100 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Grand Jean Capital Management's 13F filing for Q1 2025.