UCI
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Uncommon Cents Investing’s Morgan Stanley MS Stock Holding History

Uncommon Cents Investing’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
Q4 		– Sell
-100
Closed -$10.4K – 335
2024
Q3 		$10.4K Buy
+100
New +$10.1K ﹤0.01% 342

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

Uncommon Cents Investing's MS Position: Q4 2024 in Review

Uncommon Cents Investing sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 100 shares — an estimated $10.4K sold.

Uncommon Cents Investing first reported a position in MS in Q3 2024 and held it in 1 quarter. The position peaked at $10.4K in Q3 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Uncommon Cents Investing reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Uncommon Cents Investing sold 100 Morgan Stanley shares in Q4 2024, an estimated $10.4K.
  • Uncommon Cents Investing first reported a position in Morgan Stanley in Q3 2024 and held it in 1 quarter.
  • Uncommon Cents Investing's Morgan Stanley position peaked at $10.4K in Q3 2024.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Uncommon Cents Investing's 13F filing for Q4 2024, filed 16 Jan 2025.