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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 		$5.37M Sell
51,500
-3,400
-6% -$342K 0.01% 897
2024
Q2 		$5.34M Buy
54,900
+32,500
+145% +$3.09M 0.01% 806
2024
Q1 		$2.11M Sell
22,400
-81,000
-78% -$7.13M 0.01% 1394
2023
Q4 		$9.64M Buy
103,400
+38,600
+60% +$3.09M 0.04% 502
2023
Q3 		$5.29M Sell
64,800
-26,900
-29% -$2.34M 0.02% 683
2023
Q2 		$7.83M Sell
91,700
-67,000
-42% -$5.73M 0.04% 461
2023
Q1 		$13.9M Sell
158,700
-135,400
-46% -$12.6M 0.07% 272
2022
Q4 		$25M Buy
294,100
+77,600
+36% +$6.61M 0.14% 126
2022
Q3 		$17.1M Sell
216,500
-373,700
-63% -$31.5M 0.07% 262
2022
Q2 		$45.7M Sell
590,200
-25,000
-4% -$2.05M 0.09% 194
2022
Q1 		$53.8M Buy
615,200
+276,400
+82% +$26.7M 0.11% 157
2021
Q4 		$33.3M Buy
338,800
+167,900
+98% +$16.7M 0.07% 264
2021
Q3 		$16.6M Buy
170,900
+119,983
+236% +$11.9M 0.04% 453
2021
Q2 		$9.36M Sell
50,917
-113,283
-69% -$9.71M 0.02% 733
2021
Q1 		$12.8M Sell
164,200
-893,220
-84% -$68.5M 0.03% 519
2020
Q4 		$72.5M Buy
1,057,420
+89,620
+9% +$5.14M 0.15% 116
2020
Q3 		$46.8M Buy
967,800
+132,400
+16% +$6.67M 0.12% 156
2020
Q2 		$40.4M Sell
835,400
-319,400
-28% -$13.4M 0.14% 138
2020
Q1 		$39.3M Buy
1,154,800
+56,300
+5% +$2.65M 0.23% 71
2019
Q4 		$56.2M Buy
1,098,500
+212,200
+24% +$10M 0.29% 58
2019
Q3 		$37.5M Buy
886,300
+647,700
+271% +$27.7M 0.23% 66
2019
Q2 		$10.5M Sell
238,600
-126,000
-35% -$5.62M 0.07% 339
2019
Q1 		$15.4M Buy
364,600
+19,100
+6% +$804K 0.09% 230
2018
Q4 		$13.7M Sell
345,500
-614,600
-64% -$26.8M 0.09% 243
2018
Q3 		$44.7M Buy
+960,100
New +$46.9M 0.2% 85

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.