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InTrack Investment Management’s Morgan Stanley MS Stock Holding History

InTrack Investment 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
Q4 		– Sell
-2,600
Closed -$271K – 118
2024
Q3 		$271K Sell
2,600
-33
-1% -$3.32K 0.19% 105
2024
Q2 		$256K Sell
2,633
-100
-4% -$9.52K 0.18% 120
2024
Q1 		$257K Buy
+2,733
New +$241K 0.19% 115

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

InTrack Investment Management's MS Position: Q4 2024 in Review

InTrack Investment Management sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 2,600 shares — an estimated $271K sold.

InTrack Investment Management first reported a position in MS in Q1 2024 and held it in 3 quarters. The position peaked at $271K in Q3 2024. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • InTrack Investment Management reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • InTrack Investment Management sold 2,600 Morgan Stanley shares in Q4 2024, an estimated $271K.
  • InTrack Investment Management first reported a position in Morgan Stanley in Q1 2024 and held it in 3 quarters.
  • InTrack Investment Management's Morgan Stanley position peaked at $271K in Q3 2024.
  • 2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on InTrack Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.