Red Cedar Investment Management’s Morgan Stanley MS Stock Holding History

Red Cedar Investment Management’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 Q4	–	Sell	-10,290	Closed	-$840K	–	76
2023 Q3	$840K	Buy	10,290 +89	+0.9%	+$7.73K	0.13%	65
2023 Q2	$871K	Sell	10,201 -6,538	-39%	-$559K	0.13%	78
2023 Q1	$1.47M	Buy	16,739 +5,503	+49%	+$514K	0.23%	59
2022 Q4	$955K	Buy	11,236 +756	+7%	+$64.4K	0.15%	56
2022 Q3	$828K	Hold	10,480	–	–	0.14%	58
2022 Q2	$797K	Sell	10,480 -4,636	-31%	-$380K	0.13%	59
2022 Q1	$1.32M	Buy	15,116 +7,615	+102%	+$735K	0.18%	48
2021 Q4	$736K	Hold	7,501	–	–	0.09%	80
2021 Q3	$730K	Buy	+7,501	New	+$743K	0.1%	78

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Red Cedar Investment Management's MS Position: Q4 2023 in Review

Red Cedar Investment Management sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 10,290 shares — an estimated $840K sold.

Red Cedar Investment Management first reported a position in MS in Q3 2021 and held it in 9 quarters. The position peaked at $1.47M in Q1 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Red Cedar Investment Management reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Red Cedar Investment Management sold 10,290 Morgan Stanley shares in Q4 2023, an estimated $840K.
Red Cedar Investment Management first reported a position in Morgan Stanley in Q3 2021 and held it in 9 quarters.
Red Cedar Investment Management's Morgan Stanley position peaked at $1.47M in Q1 2023.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Red Cedar Investment Management's 13F filing for Q4 2023, filed 6 Feb 2024.