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Shay Capital’s Morgan Stanley MS Stock Holding History

Shay 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
2021
Q3 		– Sell
-12,700
Closed -$1.26M – 646
2021
Q2 		$1.16M Sell
12,700
-37,300
-75% -$3.2M 0.13% 137
2021
Q1 		$3.88M Buy
50,000
+30,000
+150% +$2.3M 0.39% 50
2020
Q4 		$1.37M Buy
+20,000
New +$1.15M 0.3% 69

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shay Capital's MS Position: Q3 2021 in Review

Shay Capital sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 12,700 shares — an estimated $1.26M sold.

Shay Capital first reported a position in MS in Q4 2020 and held it in 3 quarters. The position peaked at $3.88M in Q1 2021. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Shay Capital reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Shay Capital sold 12,700 Morgan Stanley shares in Q3 2021, an estimated $1.26M.
  • Shay Capital first reported a position in Morgan Stanley in Q4 2020 and held it in 3 quarters.
  • Shay Capital's Morgan Stanley position peaked at $3.88M in Q1 2021.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Shay Capital's 13F filing for Q3 2021, filed 15 Nov 2021.