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
2022 Q2	–	Sell	-3,000	Closed	-$262K	–	553
2022 Q1	$262K	Buy	+3,000	New	+$289K	0.03%	335
2021 Q4	–	Sell	-3,000	Closed	-$292K	–	591
2021 Q3	$292K	Buy	+3,000	New	+$297K	0.04%	339
2021 Q2	–	Sell	-5,000	Closed	-$388K	–	625
2021 Q1	$388K	Buy	+5,000	New	+$383K	0.04%	275

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.