Syntal Capital Partners’s Morgan Stanley MS Stock Holding History

Syntal 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 Q1	–	Sell	-15,737	Closed	-$1.54M	–	101
2021 Q4	$1.54M	Buy	15,737 +10,543	+203%	+$1.05M	0.66%	31
2021 Q3	$505K	Sell	5,194 -14,825	-74%	-$1.47M	0.17%	82
2021 Q2	$1.83M	Sell	20,019 -1,864	-9%	-$160K	0.65%	26
2021 Q1	$1.7M	Buy	+21,883	New	+$1.68M	0.64%	44
2019 Q3	–	Sell	-8,441	Closed	-$369K	–	270
2019 Q2	$369K	Buy	+8,441	New	+$376K	0.08%	183
2014 Q2	–	Sell	-3,645	Closed	-$113	–	244
2014 Q1	$113	Buy	+3,645	New	+$113K	0.07%	79

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syntal Capital Partners's MS Position: Q1 2022 in Review

Syntal Capital Partners sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 15,737 shares — an estimated $1.54M sold.

Syntal Capital Partners first reported a position in MS in Q1 2014 and held it in 6 quarters. The position peaked at $1.83M in Q2 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Syntal Capital Partners reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Syntal Capital Partners sold 15,737 Morgan Stanley shares in Q1 2022, an estimated $1.54M.
Syntal Capital Partners first reported a position in Morgan Stanley in Q1 2014 and held it in 6 quarters.
Syntal Capital Partners's Morgan Stanley position peaked at $1.83M in Q2 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Syntal Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.