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SpiderRock Advisors’s Morgan Stanley MS Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$4.15M Buy
39,800
+10,000
+34% +$1.01M 0.07% 193
2024
Q2 		$2.9M Hold
29,800
– – 0.06% 214
2024
Q1 		$2.62M Buy
+29,800
New +$2.62M 0.07% 215
2017
Q4 		– Hold
0
– -$9K – 268
2017
Q3 		– Hold
0
– – – 442
2017
Q2 		– Hold
0
– -$76K – 1066
2017
Q1 		– Hold
0
– – – 301

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SpiderRock Advisors's MS Position: Q3 2024 in Review

SpiderRock Advisors increased its Morgan Stanley (MS) stake by 91% in Q3 2024, buying an estimated $7.39M and bringing the position to 153,713 shares worth $16M. The position accounts for 0.25% of the portfolio, ranked #59.

SpiderRock Advisors first reported a position in MS in Q1 2024 and has held it in 3 quarters since. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • SpiderRock Advisors held 153,713 shares of Morgan Stanley worth $16M as of Q3 2024.
  • SpiderRock Advisors bought 73,365 Morgan Stanley shares in Q3 2024, an estimated $7.39M.
  • Morgan Stanley made up 0.25% of SpiderRock Advisors's portfolio in Q3 2024, its #59 holding.
  • SpiderRock Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 3 quarters since.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.