Morgan Stanley
GBNY

Morgan Stanley’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

Morgan Stanley’s Portfolio GBNY Stock Details GBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-998
Closed -$10.2K – 8059
2024
Q2 		$10.2K Hold
998
– – ﹤0.01% 6675
2024
Q1 		$9.99K Sell
998
-998
-50% -$10.4K ﹤0.01% 6702
2023
Q4 		$20.2K Buy
1,996
+998
+100% +$8.66K ﹤0.01% 6655
2023
Q3 		$8.44K Hold
998
– – ﹤0.01% 6789
2023
Q2 		$9.05K Hold
998
– – ﹤0.01% 6846
2023
Q1 		$10.2K Sell
998
-1
-0.1% -$11 ﹤0.01% 6881
2022
Q4 		$10.8K Buy
999
+1
+0.1% +$11 ﹤0.01% 6905
2022
Q3 		$11K Hold
998
– – ﹤0.01% 7048
2022
Q2 		$11K Sell
998
-2
-0.2% -$23 ﹤0.01% 7193
2022
Q1 		$12K Buy
1,000
+2
+0.2% +$23 ﹤0.01% 7358
2021
Q4 		$12K Sell
998
-15
-1% -$175 ﹤0.01% 7422
2021
Q3 		$11K Buy
1,013
+15
+2% +$160 ﹤0.01% 7295
2021
Q2 		$10K Hold
998
– – ﹤0.01% 7242
2021
Q1 		$10K Buy
+998
New +$9.78K ﹤0.01% 6952

Other funds holding GBNY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
C
Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return

Morgan Stanley's GBNY Position: Q3 2024 in Review

Morgan Stanley sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q3 2024, closing a stake of 998 shares — an estimated $10.2K sold.

Morgan Stanley first reported a position in GBNY in Q1 2021 and held it in 14 quarters. The position peaked at $20.2K in Q4 2023. 14 funds tracked by Wall St. Rank hold GBNY as of Q3 2024.

  • Morgan Stanley reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Morgan Stanley sold 998 Generations Bancorp NY, Inc. Common Stock shares in Q3 2024, an estimated $10.2K.
  • Morgan Stanley first reported a position in Generations Bancorp NY, Inc. Common Stock in Q1 2021 and held it in 14 quarters.
  • Morgan Stanley's Generations Bancorp NY, Inc. Common Stock position peaked at $20.2K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.