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Oracle Alpha’s Morgan Stanley MS Stock Holding History

Oracle Alpha’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 		$260K Sell
2,760
-388
-12% -$34.2K 0.47% 105
2023
Q4 		$294K Buy
+3,148
New +$252K 0.38% 115

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

Oracle Alpha's MS Position: Q1 2024 in Review

Oracle Alpha reduced its Morgan Stanley (MS) stake by 12% in Q1 2024, selling an estimated $34.2K and leaving 2,760 shares worth $260K. The position accounts for 0.47% of the portfolio, ranked #105.

Oracle Alpha first reported a position in MS in Q4 2023 and has held it in 2 quarters since. The position peaked at $294K in Q4 2023. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Oracle Alpha held 2,760 shares of Morgan Stanley worth $260K as of Q1 2024.
  • Oracle Alpha sold 388 Morgan Stanley shares in Q1 2024, an estimated $34.2K.
  • Morgan Stanley made up 0.47% of Oracle Alpha's portfolio in Q1 2024, its #105 holding.
  • Oracle Alpha first reported a position in Morgan Stanley in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Morgan Stanley position peaked at $294K in Q4 2023.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.