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Suvretta Capital Management’s Morgan Stanley MS Stock Holding History

Suvretta Capital 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
2024
Q3 		– Sell
-4,611
Closed -$448K – 108
2024
Q2 		$448K Sell
4,611
-3,030
-40% -$288K 0.02% 91
2024
Q1 		$719K Buy
7,641
+2,841
+59% +$250K 0.03% 92
2023
Q4 		$448K Buy
+4,800
New +$384K 0.02% 85
2017
Q1 		– Sell
-1,900,900
Closed -$80.3M – 51
2016
Q4 		$80.3M Buy
+1,900,900
New +$71.9M 2.08% 12

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Suvretta Capital Management's MS Position: Q3 2024 in Review

Suvretta Capital Management sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 4,611 shares — an estimated $448K sold.

Suvretta Capital Management first reported a position in MS in Q4 2016 and held it in 4 quarters. The position peaked at $80.3M in Q4 2016. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Suvretta Capital Management reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Suvretta Capital Management sold 4,611 Morgan Stanley shares in Q3 2024, an estimated $448K.
  • Suvretta Capital Management first reported a position in Morgan Stanley in Q4 2016 and held it in 4 quarters.
  • Suvretta Capital Management's Morgan Stanley position peaked at $80.3M in Q4 2016.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Suvretta Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.