Olympiad Research’s Morgan Stanley MS Stock Holding History

Olympiad Research’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
2022 Q3	$1.46M	Buy	18,420 +1,062	+6%	+$89.5K	0.78%	37
2022 Q2	$1.32M	Buy	17,358 +723	+4%	+$59.2K	0.59%	55
2022 Q1	$1.45M	Buy	16,635 +484	+3%	+$46.7K	0.44%	68
2021 Q4	$1.58M	Buy	16,151 +6,142	+61%	+$612K	0.57%	56
2021 Q3	$974K	Buy	10,009 +2,082	+26%	+$206K	0.3%	106
2021 Q2	$727K	Sell	7,927 -1,685	-18%	-$144K	0.25%	111
2021 Q1	$746K	Sell	9,612 -428	-4%	-$32.8K	0.32%	84
2020 Q4	$688K	Buy	+10,040	New	+$576K	0.4%	49

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Olympiad Research's MS Position: Q3 2022 in Review

Olympiad Research increased its Morgan Stanley (MS) stake by 6.1% in Q3 2022, buying an estimated $89.5K and bringing the position to 18,420 shares worth $1.46M. The position accounts for 0.78% of the portfolio, ranked #37.

Olympiad Research first reported a position in MS in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.58M in Q4 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Olympiad Research held 18,420 shares of Morgan Stanley worth $1.46M as of Q3 2022.
Olympiad Research bought 1,062 Morgan Stanley shares in Q3 2022, an estimated $89.5K.
Morgan Stanley made up 0.78% of Olympiad Research's portfolio in Q3 2022, its #37 holding.
Olympiad Research first reported a position in Morgan Stanley in Q4 2020 and has held it in 8 quarters since.
Olympiad Research's Morgan Stanley position peaked at $1.58M in Q4 2021.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.