Redwood Investment Management’s Morgan Stanley MS Stock Holding History

Redwood 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
2024 Q1	–	Sell	-3,279	Closed	-$306K	–	368
2023 Q4	$306K	Buy	+3,279	New	+$262K	0.03%	314
2023 Q1	–	Sell	-17,367	Closed	-$1.48M	–	265
2022 Q4	$1.48M	Sell	17,367 -1,581	-8%	-$135K	0.2%	178
2022 Q3	$1.5M	Buy	+18,948	New	+$1.6M	0.31%	52
2022 Q2	–	Sell	-16,598	Closed	-$1.45M	–	273
2022 Q1	$1.45M	Buy	16,598 +1,749	+12%	+$169K	0.22%	83
2021 Q4	$1.46M	Buy	14,849 +11,800	+387%	+$1.18M	0.19%	142
2021 Q3	$297K	Buy	+3,049	New	+$302K	0.04%	251
2021 Q1	–	Sell	-46,293	Closed	-$3.17M	–	295
2020 Q4	$3.17M	Sell	46,293 -23,075	-33%	-$1.32M	0.53%	27
2020 Q3	$3.35M	Buy	69,368 +51,985	+299%	+$2.62M	0.83%	16
2020 Q2	$840K	Buy	+17,383	New	+$730K	0.24%	85

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

Redwood Investment Management's MS Position: Q1 2024 in Review

Redwood Investment Management sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 3,279 shares — an estimated $306K sold.

Redwood Investment Management first reported a position in MS in Q2 2020 and held it in 9 quarters. The position peaked at $3.35M in Q3 2020. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Redwood Investment Management reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
Redwood Investment Management sold 3,279 Morgan Stanley shares in Q1 2024, an estimated $306K.
Redwood Investment Management first reported a position in Morgan Stanley in Q2 2020 and held it in 9 quarters.
Redwood Investment Management's Morgan Stanley position peaked at $3.35M in Q3 2020.
1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Redwood Investment Management's 13F filing for Q1 2024, filed 16 May 2024.