Pearl River Capital’s Morgan Stanley MS Stock Holding History

Pearl River Capital’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
2022 Q1	–	Sell	-3,479	Closed	-$341K	–	505
2021 Q4	$341K	Buy	+3,479	New	+$347K	0.09%	284
2021 Q3	–	Sell	-16,185	Closed	-$1.48M	–	510
2021 Q2	$1.48M	Sell	16,185 -33,947	-68%	-$2.91M	0.41%	74
2021 Q1	$3.89M	Buy	50,132 +44,720	+826%	+$3.43M	1.24%	7
2020 Q4	$371K	Sell	5,412 -30,906	-85%	-$1.77M	0.13%	239
2020 Q3	$1.76M	Buy	+36,318	New	+$1.83M	0.74%	21
2020 Q2	–	Sell	-14,924	Closed	-$507K	–	484
2020 Q1	$507K	Buy	+14,924	New	+$703K	0.98%	18
2019 Q4	–	Sell	-3,561	Closed	-$152K	–	627
2019 Q3	$152K	Buy	3,561 +1,589	+81%	+$67.9K	0.43%	99
2019 Q2	$86K	Buy	+1,972	New	+$87.9K	0.55%	91
2019 Q1	–	Sell	-3,185	Closed	-$126K	–	621
2018 Q4	$126K	Buy	+3,185	New	+$139K	0.58%	19

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pearl River Capital's MS Position: Q1 2022 in Review

Pearl River Capital sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 3,479 shares — an estimated $341K sold.

Pearl River Capital first reported a position in MS in Q4 2018 and held it in 9 quarters. The position peaked at $3.89M in Q1 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Pearl River Capital reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Pearl River Capital sold 3,479 Morgan Stanley shares in Q1 2022, an estimated $341K.
Pearl River Capital first reported a position in Morgan Stanley in Q4 2018 and held it in 9 quarters.
Pearl River Capital's Morgan Stanley position peaked at $3.89M in Q1 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Pearl River Capital's 13F filing for Q1 2022, filed 13 May 2022.