MSCM
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McElhenny Sheffield Capital Management’s Morgan Stanley MS Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-300
Closed -$25.5K – 415
2022
Q4 		$25.5K Buy
+300
New +$25.6K 0.01% 232
2021
Q4 		– Sell
-13,100
Closed -$1.27M – 131
2021
Q3 		$1.27M Buy
+13,100
New +$1.3M 0.58% 20

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McElhenny Sheffield Capital Management's MS Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 300 shares — an estimated $25.5K sold.

McElhenny Sheffield Capital Management first reported a position in MS in Q3 2021 and held it in 2 quarters. The position peaked at $1.27M in Q3 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 300 Morgan Stanley shares in Q1 2023, an estimated $25.5K.
  • McElhenny Sheffield Capital Management first reported a position in Morgan Stanley in Q3 2021 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's Morgan Stanley position peaked at $1.27M in Q3 2021.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.