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Maverick Capital’s Morgan Stanley MS Stock Holding History

Maverick 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
2023
Q3 		– Sell
-7,200
Closed -$615K – 427
2023
Q2 		$615K Buy
+7,200
New +$616K 0.01% 204
2021
Q3 		– Sell
-1,729
Closed -$159K – 743
2021
Q2 		$159K Sell
1,729
-39,672
-96% -$3.4M ﹤0.01% 516
2021
Q1 		$3.21M Buy
41,401
+40,807
+6,870% +$3.13M 0.03% 102
2020
Q4 		$41K Sell
594
-125,874
-100% -$7.22M ﹤0.01% 629
2020
Q3 		$6.12M Buy
126,468
+121,082
+2,248% +$6.1M 0.11% 52
2020
Q2 		$260K Sell
5,386
-53,386
-91% -$2.24M 0.01% 501
2020
Q1 		$2M Sell
58,772
-32,354
-36% -$1.52M 0.04% 184
2019
Q4 		$4.66M Sell
91,126
-29,308
-24% -$1.39M 0.07% 133
2019
Q3 		$5.14M Sell
120,434
-7,146
-6% -$305K 0.08% 138
2019
Q2 		$5.59M Sell
127,580
-32,740
-20% -$1.46M 0.08% 136
2019
Q1 		$6.77M Buy
160,320
+4,550
+3% +$191K 0.09% 129
2018
Q4 		$6.18M Buy
155,770
+3,350
+2% +$146K 0.09% 134
2018
Q3 		$7.1M Sell
152,420
-23,350
-13% -$1.14M 0.09% 119
2018
Q2 		$8.33M Buy
+175,770
New +$9.18M 0.1% 99

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
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
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

Maverick Capital's MS Position: Q3 2023 in Review

Maverick Capital sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 7,200 shares — an estimated $615K sold.

Maverick Capital first reported a position in MS in Q2 2018 and held it in 14 quarters. The position peaked at $8.33M in Q2 2018. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Maverick Capital reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Maverick Capital sold 7,200 Morgan Stanley shares in Q3 2023, an estimated $615K.
  • Maverick Capital first reported a position in Morgan Stanley in Q2 2018 and held it in 14 quarters.
  • Maverick Capital's Morgan Stanley position peaked at $8.33M in Q2 2018.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Maverick Capital's 13F filing for Q3 2023, filed 14 Nov 2023.