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Marathon Trading Investment Management’s Morgan Stanley MS Stock Holding History

Marathon Trading Investment 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
-600
Closed -$49K – 389
2023
Q3 		$49K Sell
600
-9,684
-94% -$841K ﹤0.01% 272
2023
Q2 		$878K Buy
10,284
+2,670
+35% +$228K 0.07% 103
2023
Q1 		$669K Sell
7,614
-27,757
-78% -$2.59M 0.05% 122
2022
Q4 		$3.01M Buy
+35,371
New +$3.01M 0.37% 47
2022
Q1 		– Sell
-46,012
Closed -$4.44M – 352
2021
Q4 		$4.52M Buy
+46,012
New +$4.58M 0.38% 53
2020
Q4 		– Sell
-27,750
Closed -$1.59M – 378
2020
Q3 		$1.34M Buy
27,750
+19,600
+240% +$987K 0.1% 127
2020
Q2 		$394K Buy
8,150
+2,097
+35% +$88.1K 0.05% 149
2020
Q1 		$206K Buy
6,053
+400
+7% +$18.8K 0.04% 125
2019
Q4 		$289K Buy
5,653
+553
+11% +$26.2K 0.02% 165
2019
Q3 		$218K Buy
+5,100
New +$218K 0.04% 162
2019
Q2 		– Sell
-24,300
Closed -$1.08M – 264
2019
Q1 		$1.02M Buy
24,300
+18,170
+296% +$765K 0.12% 130
2018
Q4 		$243K Sell
6,130
-14,062
-70% -$614K 0.01% 209
2018
Q3 		$940K Buy
20,192
+2,092
+12% +$102K 0.08% 119
2018
Q2 		$858K Buy
+18,100
New +$946K 0.09% 103
2018
Q1 		– Sell
-8,100
Closed -$425K – 208
2017
Q4 		$425K Sell
8,100
-2,200
-21% -$111K 0.01% 138
2017
Q3 		$496K Buy
+10,300
New +$478K 0.06% 94
2015
Q3 		– Sell
-7,325
Closed -$284K – 389
2015
Q2 		$284K Buy
+7,325
New +$279K 0.01% 384
2014
Q2 		– Sell
-11,600
Closed -$358K – 357
2014
Q1 		$362K Buy
+11,600
New +$358K 0.01% 204

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

Marathon Trading Investment Management's MS Position: Q4 2023 in Review

Marathon Trading Investment Management sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 600 shares — an estimated $49K sold.

Marathon Trading Investment Management first reported a position in MS in Q1 2014 and held it in 18 quarters. The position peaked at $4.52M in Q4 2021. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Marathon Trading Investment Management reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Marathon Trading Investment Management sold 600 Morgan Stanley shares in Q4 2023, an estimated $49K.
  • Marathon Trading Investment Management first reported a position in Morgan Stanley in Q1 2014 and held it in 18 quarters.
  • Marathon Trading Investment Management's Morgan Stanley position peaked at $4.52M in Q4 2021.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Marathon Trading Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.