Vigilant Capital Management’s Morgan Stanley MS Stock Holding History

Vigilant 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
2023 Q2	$52K	Hold	613	–	–	﹤0.01%	271
2023 Q1	$54K	Hold	613	–	–	﹤0.01%	265
2022 Q4	$52K	Hold	613	–	–	﹤0.01%	263
2022 Q3	$48K	Hold	613	–	–	﹤0.01%	290
2022 Q2	$47K	Hold	613	–	–	﹤0.01%	277
2022 Q1	$54K	Hold	613	–	–	﹤0.01%	285
2021 Q4	$60K	Hold	613	–	–	﹤0.01%	295
2021 Q3	$60K	Buy	+613	New	+$60.7K	﹤0.01%	250
2020 Q1	–	Sell	-408	Closed	-$21K	–	396
2019 Q4	$21K	Hold	408	–	–	﹤0.01%	387
2019 Q3	$17K	Hold	408	–	–	﹤0.01%	326
2019 Q2	$18K	Hold	408	–	–	﹤0.01%	324
2019 Q1	$17K	Sell	408 -750	-65%	-$31.6K	﹤0.01%	337
2018 Q4	$46K	Buy	1,158 +750	+184%	+$32.7K	0.01%	256
2018 Q3	$19K	Hold	408	–	–	﹤0.01%	359
2018 Q2	$19K	Hold	408	–	–	﹤0.01%	361
2018 Q1	$22K	Sell	408 -11	-3%	-$609	﹤0.01%	301
2017 Q4	$22K	Buy	419 +11	+3%	+$556	﹤0.01%	296
2017 Q3	$20K	Hold	408	–	–	﹤0.01%	243
2017 Q2	$18K	Hold	408	–	–	﹤0.01%	218
2017 Q1	$17K	Hold	408	–	–	﹤0.01%	231
2016 Q4	$17K	Hold	408	–	–	﹤0.01%	231
2016 Q3	$13K	Sell	408 -285	-41%	-$8.5K	﹤0.01%	256
2016 Q2	$18K	Buy	+693	New	+$18.1K	﹤0.01%	240
2016 Q1	–	Sell	-271	Closed	-$9K	–	245
2015 Q4	$9K	Buy	+271	New	+$9.01K	﹤0.01%	242

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Vigilant Capital Management's MS Position: Q2 2023 in Review

Vigilant Capital Management held its Morgan Stanley (MS) position steady in Q2 2023 at 613 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Vigilant Capital Management first reported a position in MS in Q4 2015 and has held it in 24 quarters since. The position peaked at $60K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Vigilant Capital Management held 613 shares of Morgan Stanley worth $52K as of Q2 2023.
Vigilant Capital Management left its Morgan Stanley share count unchanged in Q2 2023.
Morgan Stanley made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #271 holding.
Vigilant Capital Management first reported a position in Morgan Stanley in Q4 2015 and has held it in 24 quarters since.
Vigilant Capital Management's Morgan Stanley position peaked at $60K in Q4 2021.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.