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O'Dell Group’s Morgan Stanley MS Stock Holding History

O'Dell Group’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
2024
Q1 		– Sell
-766
Closed -$71.4K – 336
2023
Q4 		$71.4K Buy
+766
New +$61.3K 0.02% 171
2023
Q3 		– Sell
-766
Closed -$65.4K – 324
2023
Q2 		$65.4K Buy
+766
New +$65.5K 0.02% 167
2022
Q1 		– Sell
-105
Closed -$10K – 556
2021
Q4 		$10K Hold
105
– – ﹤0.01% 306
2021
Q3 		$10K Buy
+105
New +$10.4K ﹤0.01% 294

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

O'Dell Group's MS Position: Q1 2024 in Review

O'Dell Group sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 766 shares — an estimated $71.4K sold.

O'Dell Group first reported a position in MS in Q3 2021 and held it in 4 quarters. The position peaked at $71.4K in Q4 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • O'Dell Group reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 766 Morgan Stanley shares in Q1 2024, an estimated $71.4K.
  • O'Dell Group first reported a position in Morgan Stanley in Q3 2021 and held it in 4 quarters.
  • O'Dell Group's Morgan Stanley position peaked at $71.4K in Q4 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.