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Private Capital Management (Colorado)’s Morgan Stanley MS Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$517K Sell
4,113
-832
-17% -$102K 0.1% 88
2024
Q3 		$515K Buy
4,945
+356
+8% +$35.9K 0.09% 108
2024
Q2 		$446K Buy
4,589
+390
+9% +$37.1K 0.09% 91
2024
Q1 		$395K Buy
4,199
+1,020
+32% +$89.8K 0.09% 96
2023
Q4 		$296K Buy
3,179
+148
+5% +$11.8K 0.07% 106
2023
Q3 		$248K Buy
3,031
+275
+10% +$23.9K 0.07% 107
2023
Q2 		$235K Sell
2,756
-280
-9% -$23.9K 0.07% 107
2023
Q1 		$267K Buy
3,036
+475
+19% +$44.3K 0.08% 110
2022
Q4 		$218K Sell
2,561
-620
-19% -$52.8K 0.07% 108
2022
Q3 		$251K Sell
3,181
-67
-2% -$5.65K 0.09% 115
2022
Q2 		$284K Hold
3,248
– – 0.09% 126
2022
Q1 		$284K Sell
3,248
-1,480
-31% -$143K 0.09% 126
2021
Q4 		$464K Buy
+4,728
New +$471K 0.16% 80

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

Private Capital Management (Colorado)'s MS Position: Q4 2024 in Review

Private Capital Management (Colorado) reduced its Morgan Stanley (MS) stake by 17% in Q4 2024, selling an estimated $102K and leaving 4,113 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #88.

Private Capital Management (Colorado) first reported a position in MS in Q4 2021 and has held it in 13 quarters since. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Private Capital Management (Colorado) held 4,113 shares of Morgan Stanley worth $517K as of Q4 2024.
  • Private Capital Management (Colorado) sold 832 Morgan Stanley shares in Q4 2024, an estimated $102K.
  • Morgan Stanley made up 0.1% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #88 holding.
  • Private Capital Management (Colorado) first reported a position in Morgan Stanley in Q4 2021 and has held it in 13 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.