Private Capital Group’s Morgan Stanley MS Stock Holding History

Private Capital Group’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 Q2	$392K	Buy	5,159 +46	+0.9%	+$3.77K	0.3%	57
2022 Q1	$447K	Buy	5,113 +518	+11%	+$50K	0.1%	129
2021 Q4	$451K	Sell	4,595 -2,128	-32%	-$212K	0.1%	135
2021 Q3	$654K	Sell	6,723 -11	-0.2%	-$1.09K	0.15%	96
2021 Q2	$618K	Buy	6,734 +507	+8%	+$43.5K	0.14%	95
2021 Q1	$484K	Sell	6,227 -2,711	-30%	-$208K	0.12%	112
2020 Q4	$613K	Buy	8,938 +2,040	+30%	+$117K	0.11%	138
2020 Q3	$334K	Buy	6,898 +363	+6%	+$18.3K	0.07%	193
2020 Q2	$316K	Buy	6,535 +432	+7%	+$18.1K	0.07%	198
2020 Q1	$208K	Buy	6,103 +817	+15%	+$38.5K	0.05%	241
2019 Q4	$270K	Sell	5,286 -1,241	-19%	-$58.7K	0.06%	211
2019 Q3	$279K	Buy	6,527 +874	+15%	+$37.4K	0.05%	217
2019 Q2	$268K	Sell	5,653 -594	-10%	-$26.5K	0.06%	192
2019 Q1	$264K	Buy	6,247 +411	+7%	+$17.3K	0.05%	221
2018 Q4	$231K	Sell	5,836 -168	-3%	-$7.33K	0.05%	213
2018 Q3	$279K	Buy	6,004 +66	+1%	+$3.22K	0.06%	202
2018 Q2	$281K	Buy	5,938 +128	+2%	+$6.69K	0.06%	197
2018 Q1	$314K	Buy	5,810 +905	+18%	+$50.1K	0.07%	174
2017 Q4	$257	Buy	+4,905	New	+$248K	0.06%	201

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's MS Position: Q2 2022 in Review

Private Capital Group increased its Morgan Stanley (MS) stake by 0.9% in Q2 2022, buying an estimated $3.77K and bringing the position to 5,159 shares worth $392K. The position accounts for 0.3% of the portfolio, ranked #57.

Private Capital Group first reported a position in MS in Q4 2017 and has held it in 19 quarters since. The position peaked at $654K in Q3 2021. 1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Private Capital Group held 5,159 shares of Morgan Stanley worth $392K as of Q2 2022.
Private Capital Group bought 46 Morgan Stanley shares in Q2 2022, an estimated $3.77K.
Morgan Stanley made up 0.3% of Private Capital Group's portfolio in Q2 2022, its #57 holding.
Private Capital Group first reported a position in Morgan Stanley in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Morgan Stanley position peaked at $654K in Q3 2021.
1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.