SCM
MS icon

Shapiro Capital Management’s Morgan Stanley MS Stock Holding History

Shapiro Capital 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
2019
Q4 		– Sell
-11,000
Closed -$469K – 81
2019
Q3 		$469K Buy
+11,000
New +$470K 0.01% 60

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shapiro Capital Management's MS Position: Q4 2019 in Review

Shapiro Capital Management sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 11,000 shares — an estimated $469K sold.

Shapiro Capital Management first reported a position in MS in Q3 2019 and held it in 1 quarter. The position peaked at $469K in Q3 2019. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Shapiro Capital Management reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Shapiro Capital Management sold 11,000 Morgan Stanley shares in Q4 2019, an estimated $469K.
  • Shapiro Capital Management first reported a position in Morgan Stanley in Q3 2019 and held it in 1 quarter.
  • Shapiro Capital Management's Morgan Stanley position peaked at $469K in Q3 2019.
  • 1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Shapiro Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.