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JT Stratford LLC’s Morgan Stanley MS Stock Holding History

JT Stratford LLC’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
2022
Q3 		– Sell
-2,867
Closed -$218K – 211
2022
Q2 		$218K Hold
2,867
– – 0.07% 195
2022
Q1 		$251K Sell
2,867
-298
-9% -$28.8K 0.07% 182
2021
Q4 		$311K Hold
3,165
– – 0.09% 173
2021
Q3 		$308K Sell
3,165
-17
-0.5% -$1.68K 0.09% 169
2021
Q2 		$292K Sell
3,182
-66
-2% -$5.66K 0.09% 172
2021
Q1 		$252K Hold
3,248
– – 0.09% 172
2020
Q4 		$223K Buy
+3,248
New +$186K 0.08% 164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JT Stratford LLC's MS Position: Q3 2022 in Review

JT Stratford LLC sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 2,867 shares — an estimated $218K sold.

JT Stratford LLC first reported a position in MS in Q4 2020 and held it in 7 quarters. The position peaked at $311K in Q4 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • JT Stratford LLC reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • JT Stratford LLC sold 2,867 Morgan Stanley shares in Q3 2022, an estimated $218K.
  • JT Stratford LLC first reported a position in Morgan Stanley in Q4 2020 and held it in 7 quarters.
  • JT Stratford LLC's Morgan Stanley position peaked at $311K in Q4 2021.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on JT Stratford LLC's 13F filing for Q3 2022, filed 14 Nov 2022.