Magnetar Financial’s Morgan Stanley MS Stock Holding History

Magnetar Financial’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 Q1	–	Sell	-11,562	Closed	-$1.14M	–	1464
2021 Q4	$1.14M	Sell	11,562 -2,511	-18%	-$250K	0.01%	773
2021 Q3	$1.37M	Buy	+14,073	New	+$1.39M	0.01%	663
2021 Q2	–	Sell	-18,842	Closed	-$1.46M	–	1312
2021 Q1	$1.46M	Buy	+18,842	New	+$1.44M	0.01%	621
2020 Q4	–	Sell	-5,878	Closed	-$284K	–	834
2020 Q3	$284K	Buy	+5,878	New	+$296K	0.01%	547
2017 Q4	–	Sell	-16,179	Closed	-$779K	–	823
2017 Q3	$779K	Sell	16,179 -17,430	-52%	-$808K	0.01%	336
2017 Q2	$1.5M	Buy	+33,609	New	+$1.45M	0.02%	277

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

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

Magnetar Financial's MS Position: Q1 2022 in Review

Magnetar Financial sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 11,562 shares — an estimated $1.14M sold.

Magnetar Financial first reported a position in MS in Q2 2017 and held it in 6 quarters. The position peaked at $1.5M in Q2 2017. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Magnetar Financial reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Magnetar Financial sold 11,562 Morgan Stanley shares in Q1 2022, an estimated $1.14M.
Magnetar Financial first reported a position in Morgan Stanley in Q2 2017 and held it in 6 quarters.
Magnetar Financial's Morgan Stanley position peaked at $1.5M in Q2 2017.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Magnetar Financial's 13F filing for Q1 2022, filed 16 May 2022.