Gruss & Co’s Morgan Stanley MS Stock Holding History

Gruss & Co’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
2023 Q2	–	Sell	-2,500	Closed	-$220K	–	23
2023 Q1	$220K	Buy	+2,500	New	+$233K	1.39%	19

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gruss & Co's MS Position: Q2 2023 in Review

Gruss & Co sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 2,500 shares — an estimated $220K sold.

Gruss & Co first reported a position in MS in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 1,683 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Gruss & Co reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
Gruss & Co sold 2,500 Morgan Stanley shares in Q2 2023, an estimated $220K.
Gruss & Co first reported a position in Morgan Stanley in Q1 2023 and held it in 1 quarter.
Gruss & Co's Morgan Stanley position peaked at $220K in Q1 2023.
1,683 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Gruss & Co's 13F filing for Q2 2023, filed 3 Aug 2023.