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Telemus Capital’s Morgan Stanley MS Stock Holding History

Telemus 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
2023
Q4 		$7.5M Buy
80,439
+16,002
+25% +$1.28M 0.62% 45
2023
Q3 		$5.26M Sell
64,437
-26,275
-29% -$2.28M 0.49% 58
2023
Q2 		$7.75M Buy
90,712
+641
+0.7% +$54.8K 0.65% 39
2023
Q1 		$7.91M Buy
90,071
+98
+0.1% +$9.15K 0.7% 35
2022
Q4 		$7.88M Buy
89,973
+18
+0% +$1.53K 0.72% 34
2022
Q3 		$7.11M Buy
89,955
+55
+0.1% +$4.64K 0.73% 36
2022
Q2 		$6.84M Sell
89,900
-1,549
-2% -$127K 0.66% 41
2022
Q1 		$7.99M Sell
91,449
-624
-0.7% -$60.2K 0.7% 42
2021
Q4 		$9.04M Sell
92,073
-157
-0.2% -$15.6K 0.73% 36
2021
Q3 		$8.97M Buy
92,230
+893
+1% +$88.5K 0.76% 34
2021
Q2 		$8.38M Sell
91,337
-216
-0.2% -$18.5K 0.6% 40
2021
Q1 		$7.14M Sell
91,553
-2,012
-2% -$154K 0.49% 48
2020
Q4 		$6.41M Sell
93,565
-580
-0.6% -$33.3K 0.48% 49
2020
Q3 		$4.88M Sell
94,145
-947
-1% -$47.7K 0.36% 61
2020
Q2 		$4.74M Sell
95,092
-1,838
-2% -$77.2K 0.37% 62
2020
Q1 		$4.28M Buy
96,930
+715
+0.7% +$33.7K 0.35% 68
2019
Q4 		$4.92M Sell
96,215
-2,567
-3% -$122K 0.38% 64
2019
Q3 		$4.21M Buy
98,782
+174
+0.2% +$7.44K 0.34% 69
2019
Q2 		$3.99M Buy
98,608
+21,740
+28% +$970K 0.35% 65
2019
Q1 		$3.24M Buy
+76,868
New +$3.23M 0.25% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Telemus Capital's MS Position: Q4 2023 in Review

Telemus Capital increased its Morgan Stanley (MS) stake by 25% in Q4 2023, buying an estimated $1.28M and bringing the position to 80,439 shares worth $7.5M. The position accounts for 0.62% of the portfolio, ranked #45.

Telemus Capital first reported a position in MS in Q1 2019 and has held it in 20 quarters since. The position peaked at $9.04M in Q4 2021. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Telemus Capital held 80,439 shares of Morgan Stanley worth $7.5M as of Q4 2023.
  • Telemus Capital bought 16,002 Morgan Stanley shares in Q4 2023, an estimated $1.28M.
  • Morgan Stanley made up 0.62% of Telemus Capital's portfolio in Q4 2023, its #45 holding.
  • Telemus Capital first reported a position in Morgan Stanley in Q1 2019 and has held it in 20 quarters since.
  • Telemus Capital's Morgan Stanley position peaked at $9.04M in Q4 2021.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.