Voss Capital’s Morgan Stanley MS Stock Holding History

Voss 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
2020 Q2	–	Sell	-20,000	Closed	-$20K	–	68
2020 Q1	$20K	Sell	20,000 -15,000	-43%	-$706K	0.03%	53
2019 Q4	$1.79M	Buy	+35,000	New	+$1.66M	0.27%	56

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voss Capital's MS Position: Q2 2020 in Review

Voss Capital sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 20,000 shares — an estimated $20K sold.

Voss Capital first reported a position in MS in Q4 2019 and held it in 2 quarters. The position peaked at $1.79M in Q4 2019. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

Voss Capital reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
Voss Capital sold 20,000 Morgan Stanley shares in Q2 2020, an estimated $20K.
Voss Capital first reported a position in Morgan Stanley in Q4 2019 and held it in 2 quarters.
Voss Capital's Morgan Stanley position peaked at $1.79M in Q4 2019.
1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Voss Capital's 13F filing for Q2 2020, filed 13 Aug 2020.