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Ramius Advisors’s Morgan Stanley MS Stock Holding History

Ramius Advisors’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
2020
Q3 		– Sell
-41,591
Closed -$2.01M – 78
2020
Q2 		$2.01M Buy
41,591
+9,835
+31% +$413K 0.82% 19
2020
Q1 		$1.08M Buy
+31,756
New +$1.5M 0.27% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ramius Advisors's MS Position: Q3 2020 in Review

Ramius Advisors sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 41,591 shares — an estimated $2.01M sold.

Ramius Advisors first reported a position in MS in Q1 2020 and held it in 2 quarters. The position peaked at $2.01M in Q2 2020. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Ramius Advisors reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • Ramius Advisors sold 41,591 Morgan Stanley shares in Q3 2020, an estimated $2.01M.
  • Ramius Advisors first reported a position in Morgan Stanley in Q1 2020 and held it in 2 quarters.
  • Ramius Advisors's Morgan Stanley position peaked at $2.01M in Q2 2020.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Ramius Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.