Spectrum Management Group’s Morgan Stanley MS Stock Holding History

Spectrum Management Group’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 Q3	$3.55M	Buy	44,973 +15,190	+51%	+$1.28M	0.77%	37
2022 Q2	$2.27M	Sell	29,783 -31,258	-51%	-$2.56M	0.53%	47
2022 Q1	$5.33M	Sell	61,041 -24,433	-29%	-$2.36M	0.85%	35
2021 Q4	$8.39M	Sell	85,474 -435	-0.5%	-$43.3K	1.21%	23
2021 Q3	$8.36M	Buy	85,909 +29,640	+53%	+$2.94M	1.32%	20
2021 Q2	$5.16M	Buy	56,269 +5,583	+11%	+$479K	0.91%	33
2021 Q1	$3.94M	Buy	+50,686	New	+$3.88M	0.78%	41

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Spectrum Management Group's MS Position: Q3 2022 in Review

Spectrum Management Group increased its Morgan Stanley (MS) stake by 51% in Q3 2022, buying an estimated $1.28M and bringing the position to 44,973 shares worth $3.55M. The position accounts for 0.77% of the portfolio, ranked #37.

Spectrum Management Group first reported a position in MS in Q1 2021 and has held it in 7 quarters since. The position peaked at $8.39M in Q4 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Spectrum Management Group held 44,973 shares of Morgan Stanley worth $3.55M as of Q3 2022.
Spectrum Management Group bought 15,190 Morgan Stanley shares in Q3 2022, an estimated $1.28M.
Morgan Stanley made up 0.77% of Spectrum Management Group's portfolio in Q3 2022, its #37 holding.
Spectrum Management Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 7 quarters since.
Spectrum Management Group's Morgan Stanley position peaked at $8.39M in Q4 2021.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.