MC
MS icon

Muhlenkamp & Co’s Morgan Stanley MS Stock Holding History

Muhlenkamp & Co’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
2016
Q1 		– Sell
-1,000
Closed -$32K – 56
2015
Q4 		$32K Hold
1,000
– – 0.01% 56
2015
Q3 		$32K Hold
1,000
– – 0.01% 62
2015
Q2 		$39K Buy
+1,000
New +$38.1K 0.01% 66

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Muhlenkamp & Co's MS Position: Q3 2022 in Review

Muhlenkamp & Co sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 10,805 shares — an estimated $822K sold.

Muhlenkamp & Co first reported a position in MS in Q2 2013 and held it in 30 quarters. The position peaked at $12.4M in Q2 2015. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Muhlenkamp & Co reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Muhlenkamp & Co sold 10,805 Morgan Stanley shares in Q3 2022, an estimated $822K.
  • Muhlenkamp & Co first reported a position in Morgan Stanley in Q2 2013 and held it in 30 quarters.
  • Muhlenkamp & Co's Morgan Stanley position peaked at $12.4M in Q2 2015.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Muhlenkamp & Co's 13F filing for Q3 2022, filed 1 Nov 2022.