SSM
MS icon

Sound Shore Management’s Morgan Stanley MS Stock Holding History

Sound Shore 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
2023
Q1 		– Sell
-619,501
Closed -$52.7M – 38
2022
Q4 		$52.7M Sell
619,501
-26,621
-4% -$2.27M 1.98% 33
2022
Q3 		$51M Sell
646,122
-519,324
-45% -$43.8M 2.07% 29
2022
Q2 		$88.6M Sell
1,165,446
-94,801
-8% -$7.77M 3.25% 10
2022
Q1 		$110M Buy
1,260,247
+153,380
+14% +$14.8M 3.2% 12
2021
Q4 		$109M Sell
1,106,867
-6,457
-0.6% -$643K 3.02% 14
2021
Q3 		$108M Sell
1,113,324
-127,582
-10% -$12.6M 3.06% 11
2021
Q2 		$114M Sell
1,240,906
-60,511
-5% -$5.19M 3.17% 7
2021
Q1 		$101M Sell
1,301,417
-599,990
-32% -$46M 2.95% 10
2020
Q4 		$130M Sell
1,901,407
-334,480
-15% -$19.2M 3.88% 3
2020
Q3 		$108M Sell
2,235,887
-215,519
-9% -$10.9M 3.38% 5
2020
Q2 		$118M Sell
2,451,406
-918,235
-27% -$38.6M 3.65% 7
2020
Q1 		$115M Sell
3,369,641
-104,986
-3% -$4.94M 3.99% 6
2019
Q4 		$178M Sell
3,474,627
-723,670
-17% -$34.3M 4.15% 3
2019
Q3 		$179M Buy
4,198,297
+651,326
+18% +$27.8M 3.72% 4
2019
Q2 		$155M Buy
+3,546,971
New +$158M 3.01% 13

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Shore Management's MS Position: Q1 2023 in Review

Sound Shore Management sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 619,501 shares — an estimated $52.7M sold.

Sound Shore Management first reported a position in MS in Q2 2019 and held it in 15 quarters. The position peaked at $179M in Q3 2019. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Sound Shore Management reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Sound Shore Management sold 619,501 Morgan Stanley shares in Q1 2023, an estimated $52.7M.
  • Sound Shore Management first reported a position in Morgan Stanley in Q2 2019 and held it in 15 quarters.
  • Sound Shore Management's Morgan Stanley position peaked at $179M in Q3 2019.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Sound Shore Management's 13F filing for Q1 2023, filed 5 May 2023.