OQS
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Occudo Quantitative Strategies’s Morgan Stanley MS Stock Holding History

Occudo Quantitative Strategies’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
-42,235
Closed -$3.59M – 1090
2022
Q4 		$3.59M Buy
+42,235
New +$3.6M 0.42% 13
2022
Q2 		– Sell
-10,402
Closed -$909K – 1294
2022
Q1 		$909K Buy
+10,402
New +$1M 0.08% 411
2021
Q4 		– Sell
-4,477
Closed -$436K – 1182
2021
Q3 		$436K Buy
+4,477
New +$444K 0.05% 591

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

Occudo Quantitative Strategies's MS Position: Q1 2023 in Review

Occudo Quantitative Strategies sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 42,235 shares — an estimated $3.59M sold.

Occudo Quantitative Strategies first reported a position in MS in Q3 2021 and held it in 3 quarters. The position peaked at $3.59M in Q4 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Occudo Quantitative Strategies reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 42,235 Morgan Stanley shares in Q1 2023, an estimated $3.59M.
  • Occudo Quantitative Strategies first reported a position in Morgan Stanley in Q3 2021 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Morgan Stanley position peaked at $3.59M in Q4 2022.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2023, filed 15 May 2023.