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KG&L Capital Management’s Morgan Stanley MS Stock Holding History

KG&L 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
2023
Q4 		– Sell
-3,605
Closed -$294K – 177
2023
Q3 		$294K Sell
3,605
-1,159
-24% -$101K 0.14% 121
2023
Q2 		$407K Sell
4,764
-546
-10% -$46.7K 0.2% 93
2023
Q1 		$466K Buy
5,310
+2,084
+65% +$194K 0.24% 81
2022
Q4 		$274K Sell
3,226
-1,425
-31% -$121K 0.16% 107
2022
Q3 		$367K Sell
4,651
-585
-11% -$49.3K 0.21% 89
2022
Q2 		$398K Buy
5,236
+2,079
+66% +$170K 0.21% 87
2022
Q1 		$276K Buy
+3,157
New +$305K 0.12% 116

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

KG&L Capital Management's MS Position: Q4 2023 in Review

KG&L Capital Management sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 3,605 shares — an estimated $294K sold.

KG&L Capital Management first reported a position in MS in Q1 2022 and held it in 7 quarters. The position peaked at $466K in Q1 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • KG&L Capital Management reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • KG&L Capital Management sold 3,605 Morgan Stanley shares in Q4 2023, an estimated $294K.
  • KG&L Capital Management first reported a position in Morgan Stanley in Q1 2022 and held it in 7 quarters.
  • KG&L Capital Management's Morgan Stanley position peaked at $466K in Q1 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on KG&L Capital Management's 13F filing for Q4 2023, filed 24 Jan 2024.