KS
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Karpas Strategies’s Morgan Stanley MS Stock Holding History

Karpas Strategies’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
2023
Q3 		– Sell
-2,351
Closed -$201K – 115
2023
Q2 		$201K Buy
2,351
+17
+0.7% +$1.45K 0.07% 118
2023
Q1 		$205K Buy
+2,334
New +$218K 0.07% 118
2022
Q2 		– Sell
-2,332
Closed -$204K – 120
2022
Q1 		$204K Buy
2,332
+12
+0.5% +$1.16K 0.06% 121
2021
Q4 		$228K Hold
2,320
– – 0.07% 115
2021
Q3 		$243K Hold
2,320
– – 0.08% 106
2021
Q2 		$213K Buy
+2,320
New +$199K 0.08% 112

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
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
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
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

Karpas Strategies's MS Position: Q3 2023 in Review

Karpas Strategies sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 2,351 shares — an estimated $201K sold.

Karpas Strategies first reported a position in MS in Q2 2021 and held it in 6 quarters. The position peaked at $243K in Q3 2021. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Karpas Strategies reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Karpas Strategies sold 2,351 Morgan Stanley shares in Q3 2023, an estimated $201K.
  • Karpas Strategies first reported a position in Morgan Stanley in Q2 2021 and held it in 6 quarters.
  • Karpas Strategies's Morgan Stanley position peaked at $243K in Q3 2021.
  • 1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Karpas Strategies's 13F filing for Q3 2023, filed 9 Nov 2023.