Highlander Capital Management’s Morgan Stanley MS Stock Holding History

Highlander Capital Management’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 Q1	$245K	Hold	2,600	–	–	0.08%	177
2023 Q4	$242K	Hold	2,600	–	–	0.09%	181
2023 Q3	$212K	Buy	2,600 +100	+4%	+$8.68K	0.08%	182
2023 Q2	$214K	Hold	2,500	–	–	0.1%	157
2023 Q1	$220K	Hold	2,500	–	–	0.11%	150
2022 Q4	$213K	Hold	2,500	–	–	0.11%	139
2022 Q3	$198K	Hold	2,500	–	–	0.11%	133
2022 Q2	$190K	Hold	2,500	–	–	0.1%	143
2022 Q1	$219K	Hold	2,500	–	–	0.1%	139
2021 Q4	$245K	Hold	2,500	–	–	0.11%	129
2021 Q3	$243K	Hold	2,500	–	–	0.12%	121
2021 Q2	$229K	Sell	2,500 -500	-17%	-$42.9K	0.11%	132
2021 Q1	$233K	Buy	3,000 +500	+20%	+$38.3K	0.12%	120
2020 Q4	$171K	Hold	2,500	–	–	0.1%	152
2020 Q3	$121K	Hold	2,500	–	–	0.07%	182
2020 Q2	$121K	Hold	2,500	–	–	0.08%	183
2020 Q1	$85K	Hold	2,500	–	–	0.06%	211
2019 Q4	$128K	Sell	2,500 -7,200	-74%	-$341K	0.07%	192
2019 Q3	$414K	Buy	9,700 +4,850	+100%	+$207K	0.26%	99
2019 Q2	$212K	Hold	4,850	–	–	0.13%	143
2019 Q1	$205K	Hold	4,850	–	–	0.13%	149
2018 Q4	$194K	Hold	4,850	–	–	0.13%	157
2018 Q3	$226K	Sell	4,850 -200	-4%	-$9.77K	0.13%	160
2018 Q2	$239K	Sell	5,050 -100	-2%	-$5.22K	0.13%	152
2018 Q1	$270K	Buy	5,150 +2,500	+94%	+$138K	0.16%	139
2017 Q4	$139K	Hold	2,650	–	–	0.1%	207
2017 Q3	$128K	Hold	2,650	–	–	0.1%	221
2017 Q2	$121K	Hold	2,650	–	–	0.1%	225
2017 Q1	$114K	Hold	2,650	–	–	0.09%	225
2016 Q4	$112K	Sell	2,650 -100	-4%	-$3.78K	0.1%	221
2016 Q3	$88K	Hold	2,750	–	–	0.08%	255
2016 Q2	$71K	Hold	2,750	–	–	0.06%	296
2016 Q1	$69K	Hold	2,750	–	–	0.06%	294
2015 Q4	$87K	Hold	2,750	–	–	0.08%	260
2015 Q3	$86K	Hold	2,750	–	–	0.08%	264
2015 Q2	$107K	Hold	2,750	–	–	0.1%	233
2015 Q1	$98K	Hold	2,750	–	–	0.08%	255
2014 Q4	$107K	Sell	2,750 -450	-14%	-$16K	0.09%	238
2014 Q3	$111K	Sell	3,200 -3,000	-48%	-$100K	0.1%	216
2014 Q2	$200K	Hold	6,200	–	–	0.18%	141
2014 Q1	$193K	Hold	6,200	–	–	0.18%	143
2013 Q4	$194K	Hold	6,200	–	–	0.18%	147
2013 Q3	$167K	Hold	6,200	–	–	0.17%	151
2013 Q2	$151K	Buy	+6,200	New	+$147K	0.16%	164

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Highlander Capital Management's MS Position: Q1 2024 in Review

Highlander Capital Management held its Morgan Stanley (MS) position steady in Q1 2024 at 2,600 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #177.

Highlander Capital Management first reported a position in MS in Q2 2013 and has held it in 44 quarters since. The position peaked at $414K in Q3 2019. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Highlander Capital Management held 2,600 shares of Morgan Stanley worth $245K as of Q1 2024.
Highlander Capital Management left its Morgan Stanley share count unchanged in Q1 2024.
Morgan Stanley made up 0.08% of Highlander Capital Management's portfolio in Q1 2024, its #177 holding.
Highlander Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 44 quarters since.
Highlander Capital Management's Morgan Stanley position peaked at $414K in Q3 2019.
1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.