Quantamental Technologies’s Morgan Stanley MS Stock Holding History

Quantamental Technologies’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 Q3	–	Sell	-4,318	Closed	-$369K	–	480
2023 Q2	$369K	Sell	4,318 -9,670	-69%	-$827K	0.15%	230
2023 Q1	$1.23M	Buy	+13,988	New	+$1.31M	0.66%	21
2022 Q3	–	Sell	-6,790	Closed	-$516K	–	613
2022 Q2	$516K	Sell	6,790 -574	-8%	-$47K	0.24%	160
2022 Q1	$644K	Buy	+7,364	New	+$710K	0.37%	90
2021 Q4	–	Sell	-7,154	Closed	-$696K	–	466
2021 Q3	$696K	Buy	+7,154	New	+$709K	0.47%	66
2021 Q2	–	Sell	-8,737	Closed	-$679K	–	264
2021 Q1	$679K	Buy	+8,737	New	+$670K	2.18%	8
2020 Q4	–	Sell	-6,248	Closed	-$302K	–	211
2020 Q3	$302K	Buy	+6,248	New	+$315K	0.22%	146
2019 Q4	–	Sell	-30,893	Closed	-$1.32M	–	990
2019 Q3	$1.32M	Sell	30,893 -25,251	-45%	-$1.08M	0.43%	14
2019 Q2	$2.46M	Buy	+56,144	New	+$2.5M	0.91%	1
2019 Q1	–	Sell	-19,246	Closed	-$763K	–	1680
2018 Q4	$763K	Buy	+19,246	New	+$840K	0.46%	5

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

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

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

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

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

Quantamental Technologies's MS Position: Q3 2023 in Review

Quantamental Technologies sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 4,318 shares — an estimated $369K sold.

Quantamental Technologies first reported a position in MS in Q4 2018 and held it in 10 quarters. The position peaked at $2.46M in Q2 2019. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Quantamental Technologies reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Quantamental Technologies sold 4,318 Morgan Stanley shares in Q3 2023, an estimated $369K.
Quantamental Technologies first reported a position in Morgan Stanley in Q4 2018 and held it in 10 quarters.
Quantamental Technologies's Morgan Stanley position peaked at $2.46M in Q2 2019.
1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.