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Simplicity Solutions’s Morgan Stanley MS Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.14M Sell
22,959
-2,908
-11% -$233K 0.06% 289
2023
Q3 		$2.11M Sell
25,867
-545
-2% -$47.3K 0.07% 264
2023
Q2 		$2.26M Sell
26,412
-21,369
-45% -$1.83M 0.06% 284
2023
Q1 		$4.2M Buy
47,781
+34,760
+267% +$3.24M 0.11% 173
2022
Q4 		$1.11M Buy
13,021
+1,153
+10% +$98.3K 0.15% 168
2022
Q3 		$938K Buy
11,868
+1,829
+18% +$154K 0.14% 182
2022
Q2 		$764K Buy
10,039
+2,367
+31% +$194K 0.1% 224
2022
Q1 		$671K Sell
7,672
-7,984
-51% -$770K 0.08% 248
2021
Q4 		$1.54M Buy
15,656
+8,209
+110% +$818K 0.17% 157
2021
Q3 		$725K Buy
7,447
+2,331
+46% +$231K 0.11% 196
2021
Q2 		$469K Buy
5,116
+1,205
+31% +$103K 0.09% 240
2021
Q1 		$304K Sell
3,911
-12,886
-77% -$988K 0.07% 329
2020
Q4 		$1.15M Sell
16,797
-4,293
-20% -$246K 0.02% 503
2020
Q3 		$1.02M Sell
21,090
-6,630
-24% -$334K 0.02% 476
2020
Q2 		$1.34M Buy
27,720
+8,726
+46% +$366K 0.03% 392
2020
Q1 		$646K Buy
18,994
+3,485
+22% +$164K 0.02% 434
2019
Q4 		$793K Buy
15,509
+5,734
+59% +$271K 0.02% 438
2019
Q3 		$417K Sell
9,775
-739
-7% -$31.6K 0.02% 462
2019
Q2 		$461K Buy
10,514
+1,064
+11% +$47.5K 0.02% 368
2019
Q1 		$399K Buy
9,450
+705
+8% +$29.7K 0.02% 461
2018
Q4 		$346K Buy
8,745
+2,788
+47% +$122K 0.04% 406
2018
Q3 		$277K Buy
5,957
+1,201
+25% +$58.6K 0.02% 411
2018
Q2 		$225K Buy
+4,756
New +$249K 0.02% 447
2016
Q1 		– Sell
-13,038
Closed -$415K – 392
2015
Q4 		$415K Buy
+13,038
New +$433K 0.05% 486

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Simplicity Solutions's MS Position: Q4 2023 in Review

Simplicity Solutions reduced its Morgan Stanley (MS) stake by 11% in Q4 2023, selling an estimated $233K and leaving 22,959 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #289.

Simplicity Solutions first reported a position in MS in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.2M in Q1 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Simplicity Solutions held 22,959 shares of Morgan Stanley worth $2.14M as of Q4 2023.
  • Simplicity Solutions sold 2,908 Morgan Stanley shares in Q4 2023, an estimated $233K.
  • Morgan Stanley made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #289 holding.
  • Simplicity Solutions first reported a position in Morgan Stanley in Q4 2015 and has held it in 24 quarters since.
  • Simplicity Solutions's Morgan Stanley position peaked at $4.2M in Q1 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.