JCM
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JD Capital Management’s Morgan Stanley MS Stock Holding History

JD 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
-333,000
Closed -$22.8M – 11
2020
Q4 		$22.8M Hold
333,000
– – 9.82% 5
2020
Q3 		$16.1M Buy
333,000
+93,000
+39% +$4.69M 6.4% 8
2020
Q2 		$11.6M Buy
+240,000
New +$10.1M 6.55% 7
2015
Q1 		– Sell
-159,200
Closed -$6.18M – 96
2014
Q4 		$6.18M Hold
159,200
– – 1.04% 14
2014
Q3 		$5.5M Buy
159,200
+38,600
+32% +$1.29M 0.73% 40
2014
Q2 		$3.9M Buy
120,600
+74,500
+162% +$2.3M 0.43% 71
2014
Q1 		$1.44M Buy
+46,100
New +$1.42M 0.28% 88

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
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

JD Capital Management's MS Position: Q4 2020 in Review

JD Capital Management sold out of Morgan Stanley (MS) in Q4 2020, closing a stake of 70,000 shares — an estimated $4.02M sold.

JD Capital Management first reported a position in MS in Q2 2020 and held it in 2 quarters. The position peaked at $3.38M in Q3 2020. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

  • JD Capital Management reported no remaining Morgan Stanley position as of Q4 2020 after selling out during the quarter.
  • JD Capital Management sold 70,000 Morgan Stanley shares in Q4 2020, an estimated $4.02M.
  • JD Capital Management first reported a position in Morgan Stanley in Q2 2020 and held it in 2 quarters.
  • JD Capital Management's Morgan Stanley position peaked at $3.38M in Q3 2020.
  • 1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on JD Capital Management's 13F filing for Q4 2020, filed 5 Feb 2021.