MS
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Murray Stahl’s Morgan Stanley MS Stock Holding History

Murray Stahl’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
2021
Q1 		– Sell
-2,943
Closed -$202K – 353
2020
Q4 		$202K Sell
2,943
-3,776
-56% -$217K 0.01% 328
2020
Q3 		$325K Buy
6,719
+2,021
+43% +$102K 0.01% 286
2020
Q2 		$227K Sell
4,698
-5,741
-55% -$241K 0.01% 328
2020
Q1 		$355K Buy
10,439
+910
+10% +$42.9K 0.02% 249
2019
Q4 		$487K Buy
9,529
+2,778
+41% +$131K 0.01% 251
2019
Q3 		$288K Sell
6,751
-7,704
-53% -$329K 0.01% 408
2019
Q2 		$633K Sell
14,455
-118
-0.8% -$5.26K 0.02% 235
2019
Q1 		$615K Buy
+14,573
New +$613K 0.02% 237

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Murray Stahl's MS Position: Q1 2021 in Review

Murray Stahl sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 2,943 shares — an estimated $202K sold.

Murray Stahl first reported a position in MS in Q1 2019 and held it in 8 quarters. The position peaked at $633K in Q2 2019. 1,514 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Murray Stahl reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • Murray Stahl sold 2,943 Morgan Stanley shares in Q1 2021, an estimated $202K.
  • Murray Stahl first reported a position in Morgan Stanley in Q1 2019 and held it in 8 quarters.
  • Murray Stahl's Morgan Stanley position peaked at $633K in Q2 2019.
  • 1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2021, filed 11 May 2021.