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Poplar Forest Capital’s Morgan Stanley MS Stock Holding History

Poplar Forest 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
2023
Q1 		– Sell
-4,161
Closed -$354K – 64
2022
Q4 		$354K Buy
+4,161
New +$355K 0.04% 48
2021
Q2 		– Sell
-359,659
Closed -$27.9M – 90
2021
Q1 		$27.9M Sell
359,659
-210,741
-37% -$16.2M 2.79% 21
2020
Q4 		$39.1M Buy
+570,400
New +$32.7M 4.58% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Poplar Forest Capital's MS Position: Q1 2023 in Review

Poplar Forest Capital sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 4,161 shares — an estimated $354K sold.

Poplar Forest Capital first reported a position in MS in Q4 2020 and held it in 3 quarters. The position peaked at $39.1M in Q4 2020. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Poplar Forest Capital reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Poplar Forest Capital sold 4,161 Morgan Stanley shares in Q1 2023, an estimated $354K.
  • Poplar Forest Capital first reported a position in Morgan Stanley in Q4 2020 and held it in 3 quarters.
  • Poplar Forest Capital's Morgan Stanley position peaked at $39.1M in Q4 2020.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Poplar Forest Capital's 13F filing for Q1 2023, filed 12 May 2023.