Zeke Capital Advisors’s Morgan Stanley MS Stock Holding History

Zeke Capital Advisors’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 Q4	$850K	Hold	9,992	–	–	0.06%	163
2022 Q3	$790K	Hold	9,992	–	–	0.06%	151
2022 Q2	$760K	Sell	9,992 -80	-0.8%	-$6.55K	0.05%	159
2022 Q1	$880K	Buy	+10,072	New	+$972K	0.04%	155
2020 Q1	–	Sell	-20,039	Closed	-$1.02M	–	418
2019 Q4	$1.02M	Sell	20,039 -1,134	-5%	-$53.7K	0.09%	196
2019 Q3	$903K	Sell	21,173 -6,369	-23%	-$272K	0.08%	213
2019 Q2	$1.21M	Hold	27,542	–	–	0.11%	152
2019 Q1	$1.16M	Buy	27,542 +1,580	+6%	+$66.5K	0.11%	161
2018 Q4	$1.03M	Sell	25,962 -9,553	-27%	-$417K	0.1%	194
2018 Q3	$1.65M	Buy	35,515 +6,494	+22%	+$317K	0.14%	132
2018 Q2	$1.38M	Sell	29,021 -8,530	-23%	-$446K	0.13%	137
2018 Q1	$2.03M	Buy	37,551 +8,385	+29%	+$464K	0.19%	98
2017 Q4	$1.53M	Buy	29,166 +5,519	+23%	+$279K	0.16%	116
2017 Q3	$1.14M	Buy	23,647 +9,116	+63%	+$423K	0.16%	105
2017 Q2	$648K	Buy	14,531 +1,019	+8%	+$43.9K	0.13%	108
2017 Q1	$579K	Buy	13,512 +3,609	+36%	+$160K	0.12%	99
2016 Q4	$418K	Buy	+9,903	New	+$374K	0.11%	96

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Zeke Capital Advisors's MS Position: Q4 2022 in Review

Zeke Capital Advisors held its Morgan Stanley (MS) position steady in Q4 2022 at 9,992 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #163.

Zeke Capital Advisors first reported a position in MS in Q4 2016 and has held it in 17 quarters since. The position peaked at $2.03M in Q1 2018. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

Zeke Capital Advisors held 9,992 shares of Morgan Stanley worth $850K as of Q4 2022.
Zeke Capital Advisors left its Morgan Stanley share count unchanged in Q4 2022.
Morgan Stanley made up 0.06% of Zeke Capital Advisors's portfolio in Q4 2022, its #163 holding.
Zeke Capital Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 17 quarters since.
Zeke Capital Advisors's Morgan Stanley position peaked at $2.03M in Q1 2018.
1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.