Sugarloaf Wealth Management’s Morgan Stanley MS Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-155	Closed	-$13K	–	833
2022 Q3	$13K	Buy	155 +3	+2%	+$253	﹤0.01%	484
2022 Q2	$11K	Sell	152 -783	-84%	-$64.1K	﹤0.01%	512
2022 Q1	$82K	Buy	935 +801	+598%	+$77.3K	0.02%	217
2021 Q4	$13K	Hold	134	–	–	﹤0.01%	482
2021 Q3	$13K	Sell	134 -72	-35%	-$7.13K	﹤0.01%	493
2021 Q2	$19K	Sell	206 -31	-13%	-$2.66K	0.01%	423
2021 Q1	$18	Buy	237 +103	+77%	+$7.89K	0.01%	428
2020 Q4	$9K	Hold	134	–	–	﹤0.01%	486
2020 Q3	$6K	Hold	134	–	–	﹤0.01%	503
2020 Q2	$6K	Hold	134	–	–	﹤0.01%	499
2020 Q1	$5K	Hold	134	–	–	﹤0.01%	511
2019 Q4	$7K	Buy	+134	New	+$6.34K	﹤0.01%	500

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's MS Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 155 shares — an estimated $13K sold.

Sugarloaf Wealth Management first reported a position in MS in Q4 2019 and held it in 12 quarters. The position peaked at $82K in Q1 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 155 Morgan Stanley shares in Q4 2022, an estimated $13K.
Sugarloaf Wealth Management first reported a position in Morgan Stanley in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Morgan Stanley position peaked at $82K in Q1 2022.
1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.