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Lee Capital Holdings’s Morgan Stanley MS Stock Holding History

Lee Capital Holdings’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
-40,000
Closed -$3.04M – 50
2022
Q2 		$3.04M Hold
40,000
– – 2.38% 15
2022
Q1 		$3.5M Buy
40,000
+15,000
+60% +$1.45M 1.96% 14
2021
Q4 		$2.45M Buy
25,000
+10,000
+67% +$996K 1.28% 26
2021
Q3 		$1.46M Buy
+15,000
New +$1.49M 0.77% 43

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

Lee Capital Holdings's MS Position: Q3 2022 in Review

Lee Capital Holdings sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 40,000 shares — an estimated $3.04M sold.

Lee Capital Holdings first reported a position in MS in Q3 2021 and held it in 4 quarters. The position peaked at $3.5M in Q1 2022. 1,583 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Lee Capital Holdings reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Lee Capital Holdings sold 40,000 Morgan Stanley shares in Q3 2022, an estimated $3.04M.
  • Lee Capital Holdings first reported a position in Morgan Stanley in Q3 2021 and held it in 4 quarters.
  • Lee Capital Holdings's Morgan Stanley position peaked at $3.5M in Q1 2022.
  • 1,583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Lee Capital Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.