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Gratus Capital’s Morgan Stanley MS Stock Holding History

Gratus 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
2024
Q2 		$593K Buy
6,102
+610
+11% +$58.1K 0.02% 231
2024
Q1 		$517K Buy
+5,492
New +$484K 0.02% 226
2023
Q4 		– Sell
-2,506
Closed -$205K – 272
2023
Q3 		$205K Buy
+2,506
New +$218K 0.01% 238
2023
Q1 		– Sell
-3,067
Closed -$261K – 239
2022
Q4 		$261K Sell
3,067
-170,631
-98% -$14.5M 0.02% 200
2022
Q3 		$13.7M Buy
173,698
+15,532
+10% +$1.31M 1.45% 21
2022
Q2 		$12M Buy
158,166
+8,756
+6% +$717K 1.35% 31
2022
Q1 		$13.1M Buy
149,410
+7,629
+5% +$736K 1.25% 25
2021
Q4 		$13.9M Buy
141,781
+4,957
+4% +$494K 1.29% 24
2021
Q3 		$13.3M Sell
136,824
-21,822
-14% -$2.16M 1.43% 17
2021
Q2 		$14.5M Buy
158,646
+14,777
+10% +$1.27M 1.61% 13
2021
Q1 		$11.2M Buy
143,869
+8,078
+6% +$619K 1.34% 16
2020
Q4 		$9.31M Buy
135,791
+9,050
+7% +$519K 1.25% 26
2020
Q3 		$6.13M Buy
+126,741
New +$6.38M 0.96% 47

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
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 $295B AUM 31.6% 1-Year Est. Return

Gratus Capital's MS Position: Q2 2024 in Review

Gratus Capital increased its Morgan Stanley (MS) stake by 11% in Q2 2024, buying an estimated $58.1K and bringing the position to 6,102 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #231.

Gratus Capital first reported a position in MS in Q3 2020 and has held it in 13 quarters since. The position peaked at $14.5M in Q2 2021. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Gratus Capital held 6,102 shares of Morgan Stanley worth $593K as of Q2 2024.
  • Gratus Capital bought 610 Morgan Stanley shares in Q2 2024, an estimated $58.1K.
  • Morgan Stanley made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #231 holding.
  • Gratus Capital first reported a position in Morgan Stanley in Q3 2020 and has held it in 13 quarters since.
  • Gratus Capital's Morgan Stanley position peaked at $14.5M in Q2 2021.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.