HPCM
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Hunter Perkins Capital Management’s Morgan Stanley MS Stock Holding History

Hunter Perkins 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
2021
Q1 		– Sell
-5,000
Closed -$343K – 143
2020
Q4 		$343K Buy
+5,000
New +$287K 0.06% 139

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Vanguard Group
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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hunter Perkins Capital Management's MS Position: Q1 2021 in Review

Hunter Perkins Capital Management sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 5,000 shares — an estimated $343K sold.

Hunter Perkins Capital Management first reported a position in MS in Q4 2020 and held it in 1 quarter. The position peaked at $343K in Q4 2020. 1,514 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Hunter Perkins Capital Management reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 5,000 Morgan Stanley shares in Q1 2021, an estimated $343K.
  • Hunter Perkins Capital Management first reported a position in Morgan Stanley in Q4 2020 and held it in 1 quarter.
  • Hunter Perkins Capital Management's Morgan Stanley position peaked at $343K in Q4 2020.
  • 1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2021, filed 28 Apr 2021.