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Odey Holdings (Switzerland)’s Morgan Stanley MS Stock Holding History

Odey Holdings (Switzerland)’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 		$924K Buy
11,900
+3,000
+34% +$230K 8.32% 1
2020
Q4 		$610K Hold
8,900
– – 6.28% 3
2020
Q3 		$430K Hold
8,900
– – 3.74% 9
2020
Q2 		$430K Buy
+8,900
New +$374K 4.58% 7

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Odey Holdings (Switzerland)'s MS Position: Q1 2021 in Review

Odey Holdings (Switzerland) increased its Morgan Stanley (MS) stake by 34% in Q1 2021, buying an estimated $230K and bringing the position to 11,900 shares worth $924K. The position accounts for 8.32% of the portfolio, ranked #1.

Odey Holdings (Switzerland) first reported a position in MS in Q2 2020 and has held it in 4 quarters since. 1,514 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Odey Holdings (Switzerland) held 11,900 shares of Morgan Stanley worth $924K as of Q1 2021.
  • Odey Holdings (Switzerland) bought 3,000 Morgan Stanley shares in Q1 2021, an estimated $230K.
  • Morgan Stanley made up 8.32% of Odey Holdings (Switzerland)'s portfolio in Q1 2021, its #1 holding.
  • Odey Holdings (Switzerland) first reported a position in Morgan Stanley in Q2 2020 and has held it in 4 quarters since.
  • 1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Odey Holdings (Switzerland)'s 13F filing for Q1 2021, filed 17 May 2021.