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	–	85
2024 Q2	$3.35M	Sell	34,500 -83,110	-71%	-$7.91M	0.5%	35
2024 Q1	$11.1M	Buy	+117,610	New	+$10.4M	0.96%	28
2021 Q1	–	Sell	-487,575	Closed	-$33.4M	–	114
2020 Q4	$33.4M	Buy	487,575 +186,575	+62%	+$10.7M	3.44%	7
2020 Q3	$14.6M	Buy	301,000 +265,000	+736%	+$13.3M	1.59%	20
2020 Q2	$1.74M	Buy	+36,000	New	+$1.51M	0.3%	42
2014 Q3	–	Sell	-175,290	Closed	-$5.67M	–	38
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	1.74%	7
2013 Q2	$4.45M	Buy	+182,000	New	+$4.32M	2.03%	7

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SPX Gestao de Recursos's MS Position: Q3 2024 in Review

SPX Gestao de Recursos sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 34,500 shares — an estimated $3.35M sold.

SPX Gestao de Recursos first reported a position in MS in Q2 2013 and held it in 10 quarters. The position peaked at $33.4M in Q4 2020. 1,872 funds tracked by Wall St. Rank hold MS as of Q3 2024.

SPX Gestao de Recursos reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
SPX Gestao de Recursos sold 34,500 Morgan Stanley shares in Q3 2024, an estimated $3.35M.
SPX Gestao de Recursos first reported a position in Morgan Stanley in Q2 2013 and held it in 10 quarters.
SPX Gestao de Recursos's Morgan Stanley position peaked at $33.4M in Q4 2020.
1,872 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on SPX Gestao de Recursos's 13F filing for Q3 2024, filed 12 Dec 2024.