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Hobart Private Capital’s Morgan Stanley MS Stock Holding History

Hobart Private 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
2021
Q4 		– Sell
-9,141
Closed -$890K – 77
2021
Q3 		$890K Sell
9,141
-571
-6% -$56.6K 0.35% 28
2021
Q2 		$890K Sell
9,712
-159
-2% -$13.6K 0.37% 30
2021
Q1 		$767K Sell
9,871
-3,059
-24% -$234K 0.31% 42
2020
Q4 		$886K Buy
12,930
+675
+6% +$38.7K 0.39% 37
2020
Q3 		$593K Buy
12,255
+939
+8% +$47.3K 0.31% 60
2020
Q2 		$547K Buy
11,316
+1,211
+12% +$50.9K 0.31% 78
2020
Q1 		$344K Buy
10,105
+1,126
+13% +$53K 0.24% 107
2019
Q4 		$459K Buy
8,979
+1,406
+19% +$66.5K 0.28% 100
2019
Q3 		$323K Buy
7,573
+459
+6% +$19.6K 0.22% 121
2019
Q2 		$312K Buy
7,114
+913
+15% +$40.7K 0.22% 109
2019
Q1 		$262K Buy
6,201
+443
+8% +$18.6K 0.2% 130
2018
Q4 		$228K Buy
+5,758
New +$251K 0.2% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hobart Private Capital's MS Position: Q4 2021 in Review

Hobart Private Capital sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 9,141 shares — an estimated $890K sold.

Hobart Private Capital first reported a position in MS in Q4 2018 and held it in 12 quarters. The position peaked at $890K in Q2 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Hobart Private Capital reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
  • Hobart Private Capital sold 9,141 Morgan Stanley shares in Q4 2021, an estimated $890K.
  • Hobart Private Capital first reported a position in Morgan Stanley in Q4 2018 and held it in 12 quarters.
  • Hobart Private Capital's Morgan Stanley position peaked at $890K in Q2 2021.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Hobart Private Capital's 13F filing for Q4 2021, filed 11 Mar 2024.