SC
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Sculptor Capital’s Morgan Stanley MS Stock Holding History

Sculptor Capital’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
2017
Q1 		– Sell
-400,000
Closed -$16.9M – 405
2016
Q4 		$16.9M Buy
+400,000
New +$15.1M 0.2% 124
2016
Q3 		– Sell
-405,818
Closed -$10.5M – 391
2016
Q2 		$10.5M Buy
+405,818
New +$10.6M 0.1% 196
2015
Q3 		– Hold
0
– – – 464
2015
Q2 		– Hold
0
– – – 479
2015
Q1 		– Hold
0
– – – 702
2014
Q4 		– Sell
-29,770
Closed -$1.06M – 849
2014
Q3 		$1.03M Hold
29,770
– – ﹤0.01% 664
2014
Q2 		$962K Hold
29,770
– – 0.01% 671
2014
Q1 		$928K Sell
29,770
-9,000
-23% -$278K 0.01% 653
2013
Q4 		$1.22M Sell
38,770
-6,725,756
-99% -$200M 0.01% 668
2013
Q3 		$182M Buy
6,764,526
+99,248
+1% +$2.66M 1.36% 46
2013
Q2 		$163M Buy
+6,665,278
New +$158M 1.27% 50

Other funds holding MS

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return