HC
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Henshaw Capital’s Morgan Stanley MS Stock Holding History

Henshaw 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
2022
Q4 		– Sell
-9,061
Closed -$716K – 291
2022
Q3 		$716K Sell
9,061
-163
-2% -$13.7K 0.05% 119
2022
Q2 		$702K Hold
9,224
– – 0.05% 123
2022
Q1 		$806K Hold
9,224
– – 0.05% 124
2021
Q4 		$905K Hold
9,224
– – 0.05% 117
2021
Q3 		$898K Hold
9,224
– – 0.06% 113
2021
Q2 		$846K Buy
9,224
+4,671
+103% +$401K 0.05% 119
2021
Q1 		$354K Buy
+4,553
New +$349K 0.02% 228
2017
Q3 		– Sell
-6,703
Closed -$299K – 296
2017
Q2 		$299K Hold
6,703
– – 0.03% 231
2017
Q1 		$287K Hold
6,703
– – 0.03% 223
2016
Q4 		$283K Sell
6,703
-2,849
-30% -$108K 0.03% 217
2016
Q3 		$306K Hold
9,552
– – 0.04% 191
2016
Q2 		$248K Hold
9,552
– – 0.03% 230
2016
Q1 		$239K Buy
+9,552
New +$244K 0.03% 232

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return