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Strycker View Capital’s Morgan Stanley MS Stock Holding History

Strycker View Capital’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
2021
Q1 		– Sell
-111,100
Closed -$7.61M – 24
2020
Q4 		$7.61M Sell
111,100
-43,062
-28% -$2.47M 7.22% 6
2020
Q3 		$7.45M Buy
+154,162
New +$7.77M 5.76% 8
2019
Q4 		– Sell
-123,971
Closed -$5.29M – 19
2019
Q3 		$5.29M Sell
123,971
-450,783
-78% -$19.3M 2.1% 13
2019
Q2 		$25.2M Buy
574,754
+404,754
+238% +$18.1M 9.69% 2
2019
Q1 		$7.17M Buy
+170,000
New +$7.15M 3.01% 11
2017
Q1 		– Sell
-174,999
Closed -$7.39M – 20
2016
Q4 		$7.39M Buy
+174,999
New +$6.62M 3.35% 12

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strycker View Capital's MS Position: Q1 2021 in Review

Strycker View Capital sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 111,100 shares — an estimated $7.61M sold.

Strycker View Capital first reported a position in MS in Q4 2016 and held it in 6 quarters. The position peaked at $25.2M in Q2 2019. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Strycker View Capital reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • Strycker View Capital sold 111,100 Morgan Stanley shares in Q1 2021, an estimated $7.61M.
  • Strycker View Capital first reported a position in Morgan Stanley in Q4 2016 and held it in 6 quarters.
  • Strycker View Capital's Morgan Stanley position peaked at $25.2M in Q2 2019.
  • 1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Strycker View Capital's 13F filing for Q1 2021, filed 14 May 2021.