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Harbour Capital Advisors’s Morgan Stanley MS Stock Holding History

Harbour Capital Advisors’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
Q4 		– Sell
-17,095
Closed -$1.4M – 285
2023
Q3 		$1.4M Buy
17,095
+4,525
+36% +$393K 0.42% 60
2023
Q2 		$1.09M Buy
12,570
+145
+1% +$12.4K 0.32% 80
2023
Q1 		$1.09M Buy
+12,425
New +$1.16M 0.33% 77
2019
Q1 		– Sell
-5,100
Closed -$202K – 212
2018
Q4 		$202K Buy
+5,100
New +$223K 0.1% 194
2017
Q2 		– Sell
-2,250
Closed -$96.4K – 464
2017
Q1 		$96.4K Buy
+2,250
New +$99.8K 0.04% 297

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harbour Capital Advisors's MS Position: Q4 2023 in Review

Harbour Capital Advisors sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 17,095 shares — an estimated $1.4M sold.

Harbour Capital Advisors first reported a position in MS in Q1 2017 and held it in 5 quarters. The position peaked at $1.4M in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Harbour Capital Advisors reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Harbour Capital Advisors sold 17,095 Morgan Stanley shares in Q4 2023, an estimated $1.4M.
  • Harbour Capital Advisors first reported a position in Morgan Stanley in Q1 2017 and held it in 5 quarters.
  • Harbour Capital Advisors's Morgan Stanley position peaked at $1.4M in Q3 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Harbour Capital Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.