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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 		$25M Buy
239,700
+239,200
+47,840% +$24.1M 0.06% 286
2024
Q2 		$48.6K Sell
500
-315,200
-100% -$30M ﹤0.01% 3169
2024
Q1 		$29.7M Sell
315,700
-33,900
-10% -$2.99M 0.08% 207
2023
Q4 		$32.6M Buy
349,600
+305,800
+698% +$24.5M 0.12% 134
2023
Q3 		$3.58M Buy
43,800
+36,800
+526% +$3.2M 0.02% 941
2023
Q2 		$598K Sell
7,000
-13,100
-65% -$1.12M ﹤0.01% 2067
2023
Q1 		$1.76M Buy
20,100
+3,000
+18% +$280K 0.01% 1408
2022
Q4 		$1.45M Sell
17,100
-109,400
-86% -$9.32M 0.01% 1608
2022
Q3 		$9.99M Buy
126,500
+24,100
+24% +$2.03M 0.04% 446
2022
Q2 		$7.85M Sell
102,400
-70,800
-41% -$5.8M 0.02% 1024
2022
Q1 		$15.1M Buy
173,200
+147,000
+561% +$14.2M 0.03% 516
2021
Q4 		$2.57M Sell
26,200
-79,500
-75% -$7.92M 0.01% 1652
2021
Q3 		$10.3M Sell
105,700
-30,894
-23% -$3.06M 0.02% 688
2021
Q2 		$17M Buy
136,594
+92,994
+213% +$7.97M 0.04% 434
2021
Q1 		$3.39M Sell
43,600
-82,800
-66% -$6.35M 0.01% 1382
2020
Q4 		$8.66M Sell
126,400
-193,700
-61% -$11.1M 0.02% 745
2020
Q3 		$15.5M Sell
320,100
-29,400
-8% -$1.48M 0.04% 407
2020
Q2 		$16.9M Buy
349,500
+277,100
+383% +$11.6M 0.06% 307
2020
Q1 		$2.46M Sell
72,400
-32,800
-31% -$1.54M 0.01% 893
2019
Q4 		$5.38M Sell
105,200
-32,200
-23% -$1.52M 0.03% 596
2019
Q3 		$5.82M Buy
137,400
+133,800
+3,717% +$5.72M 0.04% 601
2019
Q2 		$158K Sell
3,600
-442,800
-99% -$19.7M ﹤0.01% 2975
2019
Q1 		$18.8M Buy
446,400
+224,400
+101% +$9.44M 0.11% 180
2018
Q4 		$8.8M Buy
222,000
+78,200
+54% +$3.41M 0.06% 381
2018
Q3 		$6.7M Buy
+143,800
New +$7.02M 0.03% 637

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.