RIM
MS icon

Redpoint Investment Management’s Morgan Stanley MS Stock Holding History

Redpoint 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
2022
Q3 		$2.13M Sell
26,914
-2,055
-7% -$173K 0.31% 79
2022
Q2 		$2.2M Sell
28,969
-3,789
-12% -$310K 0.26% 87
2022
Q1 		$2.86M Hold
32,758
– – 0.29% 78
2021
Q4 		$3.22M Sell
32,758
-1,351
-4% -$135K 0.26% 97
2021
Q3 		$3.32M Sell
34,109
-842
-2% -$83.4K 0.28% 87
2021
Q2 		$3.21M Sell
34,951
-2,682
-7% -$230K 0.26% 96
2021
Q1 		$2.92M Buy
+37,633
New +$2.88M 0.25% 103
2020
Q4 		– Sell
-28,371
Closed -$1.37M – 607
2020
Q3 		$1.37M Sell
28,371
-33,076
-54% -$1.67M 0.15% 165
2020
Q2 		$2.97M Sell
61,447
-5,198
-8% -$218K 0.16% 151
2020
Q1 		$2.27M Hold
66,645
– – 0.14% 181
2019
Q4 		$3.41M Buy
66,645
+8,029
+14% +$380K 0.17% 155
2019
Q3 		$2.5M Buy
58,616
+32,639
+126% +$1.39M 0.13% 202
2019
Q2 		$1.14M Sell
25,977
-34,550
-57% -$1.54M 0.06% 357
2019
Q1 		$2.55M Hold
60,527
– – 0.13% 205
2018
Q4 		$2.4M Sell
60,527
-21,050
-26% -$919K 0.14% 184
2018
Q3 		$3.8M Hold
81,577
– – 0.19% 139
2018
Q2 		$3.87M Sell
81,577
-1,966
-2% -$103K 0.21% 126
2018
Q1 		$4.51M Sell
83,543
-13,405
-14% -$742K 0.25% 104
2017
Q4 		$5.09M Buy
+96,948
New +$4.9M 0.28% 94

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redpoint Investment Management's MS Position: Q3 2022 in Review

Redpoint Investment Management reduced its Morgan Stanley (MS) stake by 7.1% in Q3 2022, selling an estimated $173K and leaving 26,914 shares worth $2.13M. The position accounts for 0.31% of the portfolio, ranked #79.

Redpoint Investment Management first reported a position in MS in Q4 2017 and has held it in 19 quarters since. The position peaked at $5.09M in Q4 2017. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Redpoint Investment Management held 26,914 shares of Morgan Stanley worth $2.13M as of Q3 2022.
  • Redpoint Investment Management sold 2,055 Morgan Stanley shares in Q3 2022, an estimated $173K.
  • Morgan Stanley made up 0.31% of Redpoint Investment Management's portfolio in Q3 2022, its #79 holding.
  • Redpoint Investment Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 19 quarters since.
  • Redpoint Investment Management's Morgan Stanley position peaked at $5.09M in Q4 2017.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Redpoint Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.