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Partners Capital Investment Group’s Morgan Stanley MS Stock Holding History

Partners Capital Investment 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
-4,092
Closed -$382K – 214
2023
Q4 		$382K Sell
4,092
-2,505
-38% -$200K 0.01% 194
2023
Q3 		$539K Buy
6,597
+2,447
+59% +$212K 0.01% 175
2023
Q2 		$354K Buy
+4,150
New +$355K 0.01% 183
2021
Q1 		– Sell
-1,388,746
Closed -$95.2M – 152
2020
Q4 		$95.2M Buy
1,388,746
+526,768
+61% +$30.2M 2.71% 8
2020
Q3 		$41.7M Buy
861,978
+56,617
+7% +$2.85M 2.57% 10
2020
Q2 		$38.9M Buy
805,361
+46,882
+6% +$1.97M 1.92% 12
2020
Q1 		$25.8M Buy
758,479
+227,030
+43% +$10.7M 1.76% 16
2019
Q4 		$27.2M Buy
531,449
+306,295
+136% +$14.5M 2.06% 15
2019
Q3 		$9.61M Buy
225,154
+56,336
+33% +$2.41M 0.84% 37
2019
Q2 		$7.4M Buy
168,818
+10,462
+7% +$467K 0.74% 40
2019
Q1 		$6.68M Buy
158,356
+15,453
+11% +$650K 0.66% 39
2018
Q4 		$5.67M Buy
142,903
+55,974
+64% +$2.44M 0.67% 28
2018
Q3 		$4.05M Buy
86,929
+11,649
+15% +$569K 0.44% 45
2018
Q2 		$3.57M Buy
75,280
+15,821
+27% +$827K 0.46% 47
2018
Q1 		$3.21M Buy
59,459
+32,518
+121% +$1.8M 0.42% 31
2017
Q4 		$1.41M Buy
26,941
+13,420
+99% +$679K 0.23% 36
2017
Q3 		$651K Buy
+13,521
New +$627K 0.11% 37

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Partners Capital Investment Group's MS Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 4,092 shares — an estimated $382K sold.

Partners Capital Investment Group first reported a position in MS in Q3 2017 and held it in 17 quarters. The position peaked at $95.2M in Q4 2020. 1,798 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 4,092 Morgan Stanley shares in Q1 2024, an estimated $382K.
  • Partners Capital Investment Group first reported a position in Morgan Stanley in Q3 2017 and held it in 17 quarters.
  • Partners Capital Investment Group's Morgan Stanley position peaked at $95.2M in Q4 2020.
  • 1,798 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.