Toscafund Asset Management’s Morgan Stanley MS Stock Holding History

Toscafund Asset 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 Q1	–	Sell	-21,000	Closed	-$2.06M	–	14
2021 Q4	$2.06M	Hold	21,000	–	–	1.78%	9
2021 Q3	$2.04M	Sell	21,000 -4,000	-16%	-$396K	2.17%	8
2021 Q2	$2.29M	Sell	25,000 -65,462	-72%	-$5.61M	2.65%	12
2021 Q1	$7.03M	Buy	90,462 +63,462	+235%	+$4.86M	7.31%	5
2020 Q4	$1.85M	Buy	27,000 +2,000	+8%	+$115K	2.63%	11
2020 Q3	$1.21M	Sell	25,000 -97,689	-80%	-$4.92M	2.37%	6
2020 Q2	$5.93M	Buy	+122,689	New	+$5.15M	9.77%	7

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

Toscafund Asset Management's MS Position: Q1 2022 in Review

Toscafund Asset Management sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 21,000 shares — an estimated $2.06M sold.

Toscafund Asset Management first reported a position in MS in Q2 2020 and held it in 7 quarters. The position peaked at $7.03M in Q1 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Toscafund Asset Management reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Toscafund Asset Management sold 21,000 Morgan Stanley shares in Q1 2022, an estimated $2.06M.
Toscafund Asset Management first reported a position in Morgan Stanley in Q2 2020 and held it in 7 quarters.
Toscafund Asset Management's Morgan Stanley position peaked at $7.03M in Q1 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Toscafund Asset Management's 13F filing for Q1 2022, filed 13 May 2022.