Stamos Capital Partners’s Morgan Stanley MS Stock Holding History

Stamos Capital Partners’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	–	Sell	-115,890	Closed	-$8.81M	–	192
2022 Q2	$8.81M	Buy	115,890 +16,970	+17%	+$1.39M	2.67%	13
2022 Q1	$8.65M	Buy	98,920 +44,920	+83%	+$4.33M	2.89%	10
2021 Q4	$5.3M	Buy	+54,000	New	+$5.38M	2.46%	16
2019 Q3	–	Sell	-22,800	Closed	-$1M	–	51
2019 Q2	$1M	Sell	22,800 -2,600	-10%	-$116K	1%	26
2019 Q1	$1.08M	Sell	25,400 -50,800	-67%	-$2.14M	1.38%	24
2018 Q4	$3.02M	Buy	+76,200	New	+$3.33M	2.28%	12

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

Stamos Capital Partners's MS Position: Q3 2022 in Review

Stamos Capital Partners sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 115,890 shares — an estimated $8.81M sold.

Stamos Capital Partners first reported a position in MS in Q4 2018 and held it in 6 quarters. The position peaked at $8.81M in Q2 2022. 1,583 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Stamos Capital Partners reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Stamos Capital Partners sold 115,890 Morgan Stanley shares in Q3 2022, an estimated $8.81M.
Stamos Capital Partners first reported a position in Morgan Stanley in Q4 2018 and held it in 6 quarters.
Stamos Capital Partners's Morgan Stanley position peaked at $8.81M in Q2 2022.
1,583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Stamos Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.