Kingfisher Capital’s Morgan Stanley MS Stock Holding History

Kingfisher Capital’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 Q3	$295K	Hold	2,826	–	–	0.07%	151
2024 Q2	$275K	Hold	2,826	–	–	0.06%	149
2024 Q1	$266K	Hold	2,826	–	–	0.06%	143
2023 Q4	$264K	Hold	2,826	–	–	0.07%	143
2023 Q3	$231K	Hold	2,826	–	–	0.06%	146
2023 Q2	$241K	Buy	2,826 +281	+11%	+$24K	0.06%	150
2023 Q1	$223K	Hold	2,545	–	–	0.06%	157
2022 Q4	$216K	Hold	2,545	–	–	0.06%	156
2022 Q3	$201K	Buy	+2,545	New	+$215K	0.06%	166
2015 Q4	–	Sell	-41,064	Closed	-$1.29M	–	287
2015 Q3	$1.29M	Buy	+41,064	New	+$1.49M	0.82%	52

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kingfisher Capital's MS Position: Q3 2024 in Review

Kingfisher Capital held its Morgan Stanley (MS) position steady in Q3 2024 at 2,826 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #151.

Kingfisher Capital first reported a position in MS in Q3 2015 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2015. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Kingfisher Capital held 2,826 shares of Morgan Stanley worth $295K as of Q3 2024.
Kingfisher Capital left its Morgan Stanley share count unchanged in Q3 2024.
Morgan Stanley made up 0.07% of Kingfisher Capital's portfolio in Q3 2024, its #151 holding.
Kingfisher Capital first reported a position in Morgan Stanley in Q3 2015 and has held it in 10 quarters since.
Kingfisher Capital's Morgan Stanley position peaked at $1.29M in Q3 2015.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.