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Gyroscope Capital Management Group’s Morgan Stanley MS Stock Holding History

Gyroscope Capital Management Group’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
Q3 		$237K Buy
2,900
+200
+7% +$17.4K 0.05% 188
2023
Q2 		$231K Buy
+2,700
New +$231K 0.05% 164
2016
Q1 		– Sell
-10,384
Closed -$330K – 74
2015
Q4 		$330K Buy
10,384
+1,417
+16% +$47.1K 0.26% 61
2015
Q3 		$282K Buy
+8,967
New +$326K 0.24% 60

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

Gyroscope Capital Management Group's MS Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Morgan Stanley (MS) stake by 7.4% in Q3 2023, buying an estimated $17.4K and bringing the position to 2,900 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #188.

Gyroscope Capital Management Group first reported a position in MS in Q3 2015 and has held it in 4 quarters since. The position peaked at $330K in Q4 2015. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Gyroscope Capital Management Group held 2,900 shares of Morgan Stanley worth $237K as of Q3 2023.
  • Gyroscope Capital Management Group bought 200 Morgan Stanley shares in Q3 2023, an estimated $17.4K.
  • Morgan Stanley made up 0.05% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #188 holding.
  • Gyroscope Capital Management Group first reported a position in Morgan Stanley in Q3 2015 and has held it in 4 quarters since.
  • Gyroscope Capital Management Group's Morgan Stanley position peaked at $330K in Q4 2015.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.