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PEAK6 Investments’s Morgan Stanley MS Stock Holding History

PEAK6 Investments’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
Q3 		– Sell
-8,865
Closed -$893K – 3879
2024
Q2 		$862K Buy
+8,865
New +$844K ﹤0.01% 1939
2023
Q4 		– Sell
-15,221
Closed -$1.22M – 4605
2023
Q3 		$1.24M Sell
15,221
-48,323
-76% -$4.2M 0.01% 1662
2023
Q2 		$5.43M Buy
63,544
+2,712
+4% +$232K 0.02% 613
2023
Q1 		$5.34M Sell
60,832
-2,161
-3% -$202K 0.03% 671
2022
Q4 		$5.36M Buy
+62,993
New +$5.37M 0.03% 687
2022
Q3 		– Sell
-120,065
Closed -$10.1M – 5685
2022
Q2 		$9.73M Sell
120,065
-20,499
-15% -$1.68M 0.02% 874
2022
Q1 		$12.3M Buy
140,564
+49,609
+55% +$4.79M 0.03% 598
2021
Q4 		$8.93M Buy
+90,955
New +$9.06M 0.02% 782
2021
Q2 		– Sell
-36,325
Closed -$3.11M – 5513
2021
Q1 		$2.82M Sell
36,325
-77,466
-68% -$5.94M 0.01% 1555
2020
Q4 		$7.8M Buy
+113,791
New +$6.53M 0.02% 803
2020
Q1 		– Sell
-115,309
Closed -$5.43M – 4368
2019
Q4 		$5.89M Buy
115,309
+32,928
+40% +$1.56M 0.03% 553
2019
Q3 		$3.49M Sell
82,381
-68,897
-46% -$2.94M 0.02% 913
2019
Q2 		$6.63M Sell
151,278
-357,582
-70% -$15.9M 0.04% 541
2019
Q1 		$21.5M Buy
508,860
+408,769
+408% +$17.2M 0.13% 155
2018
Q4 		$3.97M Sell
100,091
-427,761
-81% -$18.7M 0.03% 777
2018
Q3 		$24.6M Buy
+527,852
New +$25.8M 0.11% 181

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PEAK6 Investments's MS Position: Q3 2024 in Review

PEAK6 Investments sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 8,865 shares — an estimated $893K sold.

PEAK6 Investments first reported a position in MS in Q3 2018 and held it in 16 quarters. The position peaked at $24.6M in Q3 2018. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • PEAK6 Investments reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • PEAK6 Investments sold 8,865 Morgan Stanley shares in Q3 2024, an estimated $893K.
  • PEAK6 Investments first reported a position in Morgan Stanley in Q3 2018 and held it in 16 quarters.
  • PEAK6 Investments's Morgan Stanley position peaked at $24.6M in Q3 2018.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.