MCM
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Maryland Capital Management’s Morgan Stanley MS Stock Holding History

Maryland Capital 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
2022
Q2 		– Sell
-2,523
Closed -$221K – 239
2022
Q1 		$221K Sell
2,523
-309
-11% -$29.8K 0.01% 235
2021
Q4 		$278K Buy
+2,832
New +$282K 0.02% 224

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maryland Capital Management's MS Position: Q2 2022 in Review

Maryland Capital Management sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 2,523 shares — an estimated $221K sold.

Maryland Capital Management first reported a position in MS in Q4 2021 and held it in 2 quarters. The position peaked at $278K in Q4 2021. 1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Maryland Capital Management reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Maryland Capital Management sold 2,523 Morgan Stanley shares in Q2 2022, an estimated $221K.
  • Maryland Capital Management first reported a position in Morgan Stanley in Q4 2021 and held it in 2 quarters.
  • Maryland Capital Management's Morgan Stanley position peaked at $278K in Q4 2021.
  • 1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Maryland Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.