Russell Clark Investment Management’s Morgan Stanley MS Stock Holding History

Russell Clark 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
2021 Q3	–	Sell	-20,000	Closed	-$1.83M	–	53
2021 Q2	$1.83M	Hold	20,000	–	–	1.38%	24
2021 Q1	$1.55M	Buy	+20,000	New	+$1.53M	1.26%	28
2020 Q1	–	Sell	-63,200	Closed	-$3.23M	–	42
2019 Q4	$3.23M	Hold	63,200	–	–	2.52%	12
2019 Q3	$2.7M	Hold	63,200	–	–	2.14%	13
2019 Q2	$2.77M	Hold	63,200	–	–	1.77%	11
2019 Q1	$2.67M	Buy	63,200 +3,900	+7%	+$164K	0.92%	20
2018 Q4	$2.35M	Sell	59,300 -62,700	-51%	-$2.74M	0.85%	22
2018 Q3	$5.68M	Sell	122,000 -78,400	-39%	-$3.83M	1.34%	20
2018 Q2	$9.5M	Buy	200,400 +35,000	+21%	+$1.83M	1.86%	21
2018 Q1	$8.93M	Buy	165,400 +45,400	+38%	+$2.51M	1.78%	22
2017 Q4	$6.3M	Hold	120,000	–	–	1.33%	25
2017 Q3	$5.78M	Buy	+120,000	New	+$5.57M	1.28%	28

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Russell Clark Investment Management's MS Position: Q3 2021 in Review

Russell Clark Investment Management sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 20,000 shares — an estimated $1.83M sold.

Russell Clark Investment Management first reported a position in MS in Q3 2017 and held it in 12 quarters. The position peaked at $9.5M in Q2 2018. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Russell Clark Investment Management reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
Russell Clark Investment Management sold 20,000 Morgan Stanley shares in Q3 2021, an estimated $1.83M.
Russell Clark Investment Management first reported a position in Morgan Stanley in Q3 2017 and held it in 12 quarters.
Russell Clark Investment Management's Morgan Stanley position peaked at $9.5M in Q2 2018.
1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Russell Clark Investment Management's 13F filing for Q3 2021, filed 3 Nov 2021.