Red Cedar Capital’s Morgan Stanley MS Stock Holding History

Red Cedar 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
2022 Q4	$298K	Hold	3,500	–	–	0.19%	53
2022 Q3	$277K	Hold	3,500	–	–	0.19%	53
2022 Q2	$266K	Hold	3,500	–	–	0.18%	57
2022 Q1	$306K	Hold	3,500	–	–	0.18%	53
2021 Q4	$344K	Hold	3,500	–	–	0.2%	54
2021 Q3	$341K	Hold	3,500	–	–	0.21%	50
2021 Q2	$321K	Hold	3,500	–	–	0.2%	51
2021 Q1	$272K	Hold	3,500	–	–	0.18%	58
2020 Q4	$240K	Hold	3,500	–	–	0.18%	60
2020 Q3	$169K	Hold	3,500	–	–	0.15%	63
2020 Q2	$169K	Hold	3,500	–	–	0.15%	62
2020 Q1	$119K	Hold	3,500	–	–	0.12%	66
2019 Q4	$179K	Sell	3,500 -500	-13%	-$23.7K	0.14%	66
2019 Q3	$171K	Hold	4,000	–	–	0.14%	66
2019 Q2	$175K	Hold	4,000	–	–	0.15%	66
2019 Q1	$169K	Hold	4,000	–	–	0.14%	66
2018 Q4	$159K	Hold	4,000	–	–	0.15%	66
2018 Q3	$186K	Hold	4,000	–	–	0.16%	63
2018 Q2	$190K	Hold	4,000	–	–	0.17%	63
2018 Q1	$216K	Hold	4,000	–	–	0.2%	58
2017 Q4	$210K	Buy	+4,000	New	+$202K	0.18%	61

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Red Cedar Capital's MS Position: Q4 2022 in Review

Red Cedar Capital held its Morgan Stanley (MS) position steady in Q4 2022 at 3,500 shares worth $298K. The position accounts for 0.19% of the portfolio, ranked #53.

Red Cedar Capital first reported a position in MS in Q4 2017 and has held it in 21 quarters since. The position peaked at $344K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

Red Cedar Capital held 3,500 shares of Morgan Stanley worth $298K as of Q4 2022.
Red Cedar Capital left its Morgan Stanley share count unchanged in Q4 2022.
Morgan Stanley made up 0.19% of Red Cedar Capital's portfolio in Q4 2022, its #53 holding.
Red Cedar Capital first reported a position in Morgan Stanley in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's Morgan Stanley position peaked at $344K in Q4 2021.
1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.