Little House Capital’s Morgan Stanley MS Stock Holding History

Little House 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
2022 Q2	–	Sell	-6,380	Closed	-$558K	–	137
2022 Q1	$558K	Buy	6,380 +1,662	+35%	+$160K	0.29%	96
2021 Q4	$463K	Buy	4,718 +883	+23%	+$88K	0.24%	97
2021 Q3	$373K	Sell	3,835 -1,392	-27%	-$138K	0.22%	105
2021 Q2	$479K	Buy	+5,227	New	+$448K	0.26%	101
2021 Q1	–	Sell	-5,073	Closed	-$347K	–	133
2020 Q4	$347K	Buy	+5,073	New	+$291K	0.26%	79
2019 Q2	–	Sell	-159	Closed	-$6K	–	210
2019 Q1	$6K	Buy	+159	New	+$6.69K	﹤0.01%	268

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Little House Capital's MS Position: Q2 2022 in Review

Little House Capital sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 6,380 shares — an estimated $558K sold.

Little House Capital first reported a position in MS in Q1 2019 and held it in 6 quarters. The position peaked at $558K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Little House Capital reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Little House Capital sold 6,380 Morgan Stanley shares in Q2 2022, an estimated $558K.
Little House Capital first reported a position in Morgan Stanley in Q1 2019 and held it in 6 quarters.
Little House Capital's Morgan Stanley position peaked at $558K in Q1 2022.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Little House Capital's 13F filing for Q2 2022, filed 12 Aug 2022.