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Ricky Sandler’s Morgan Stanley MS Stock Holding History

Ricky Sandler’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
-986,099
Closed -$80.5M – 69
2023
Q3 		$80.5M Sell
986,099
-28,467
-3% -$2.47M 1.59% 34
2023
Q2 		$86.6M Sell
1,014,566
-106,885
-10% -$9.14M 1.14% 30
2023
Q1 		$98.5M Sell
1,121,451
-200,110
-15% -$18.7M 1.4% 30
2022
Q4 		$112M Sell
1,321,561
-8,531
-0.6% -$727K 2.08% 14
2022
Q3 		$105M Sell
1,330,092
-72,721
-5% -$6.13M 2.2% 12
2022
Q2 		$107M Sell
1,402,813
-231,985
-14% -$19M 2.12% 17
2022
Q1 		$143M Buy
1,634,798
+196,341
+14% +$18.9M 1.62% 15
2021
Q4 		$141M Buy
1,438,457
+418,375
+41% +$41.7M 1.34% 22
2021
Q3 		$99.3M Sell
1,020,082
-1,330,588
-57% -$132M 1.34% 34
2021
Q2 		$216M Buy
2,350,670
+117,566
+5% +$10.1M 2.65% 10
2021
Q1 		$173M Sell
2,233,104
-626,591
-22% -$48M 2.15% 14
2020
Q4 		$196M Sell
2,859,695
-85,161
-3% -$4.89M 1.84% 12
2020
Q3 		$142M Buy
2,944,856
+68,513
+2% +$3.45M 1.4% 18
2020
Q2 		$139M Sell
2,876,343
-1,713,462
-37% -$72M 1.38% 19
2020
Q1 		$156M Buy
4,589,805
+2,887,037
+170% +$136M 1.71% 14
2019
Q4 		$87M Sell
1,702,768
-1,486,845
-47% -$70.4M 0.98% 45
2019
Q3 		$136M Sell
3,189,613
-49,671
-2% -$2.12M 1.64% 27
2019
Q2 		$142M Buy
+3,239,284
New +$144M 1.87% 24
2017
Q2 		– Sell
-1,656,276
Closed -$71M – 47
2017
Q1 		$71M Sell
1,656,276
-1,249,218
-43% -$55.4M 1.27% 34
2016
Q4 		$123M Sell
2,905,494
-117,375
-4% -$4.44M 1.92% 24
2016
Q3 		$96.9M Buy
3,022,869
+1,251,979
+71% +$37.3M 1.62% 30
2016
Q2 		$46M Buy
+1,770,890
New +$46.3M 0.93% 35

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ricky Sandler's MS Position: Q4 2023 in Review

Ricky Sandler sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 986,099 shares — an estimated $80.5M sold.

Ricky Sandler first reported a position in MS in Q2 2016 and held it in 22 quarters. The position peaked at $216M in Q2 2021. 1,758 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Ricky Sandler reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Ricky Sandler sold 986,099 Morgan Stanley shares in Q4 2023, an estimated $80.5M.
  • Ricky Sandler first reported a position in Morgan Stanley in Q2 2016 and held it in 22 quarters.
  • Ricky Sandler's Morgan Stanley position peaked at $216M in Q2 2021.
  • 1,758 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Eminence Capital's 13F filing for Q4 2023, filed 14 Feb 2024.