SGDR
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SPX Gestao de Recursos’s Morgan Stanley MS Stock Holding History

SPX Gestao de Recursos’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 		– Sell
-34,500
Closed -$3.35M – 88
2024
Q2 		$3.35M Sell
34,500
-83,110
-71% -$7.91M 0.51% 35
2024
Q1 		$11.1M Buy
+117,610
New +$10.4M 0.97% 28
2021
Q1 		– Sell
-487,575
Closed -$33.4M – 118
2020
Q4 		$33.4M Buy
487,575
+186,575
+62% +$10.7M 3.82% 7
2020
Q3 		$14.6M Buy
301,000
+265,000
+736% +$13.3M 1.78% 20
2020
Q2 		$1.74M Buy
+36,000
New +$1.51M 0.31% 42
2014
Q3 		– Sell
-175,290
Closed -$5.67M – 39
2014
Q2 		$5.67M Sell
175,290
-19,500
-10% -$601K 1.92% 14
2014
Q1 		$6.07M Sell
194,790
-23,010
-11% -$711K 2% 12
2013
Q4 		$6.83M Buy
217,800
+11,800
+6% +$351K 2.94% 9
2013
Q3 		$5.55M Buy
206,000
+24,000
+13% +$644K 1.75% 7
2013
Q2 		$4.45M Buy
+182,000
New +$4.32M 2.03% 7

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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