Zenyatta Capital Management’s Morgan Stanley MS Stock Holding History

Zenyatta 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
2024 Q1	$3.3M	Sell	35,000 -90,000	-72%	-$7.93M	4.43%	10
2023 Q4	$11.7M	Buy	125,000 +60,000	+92%	+$4.8M	4.52%	8
2023 Q3	$5.31M	Buy	65,000 +57,500	+767%	+$4.99M	2.88%	15
2023 Q2	$641K	Buy	+7,500	New	+$641K	0.41%	27
2023 Q1	–	Sell	-15,000	Closed	-$1.28M	–	32
2022 Q4	$1.28M	Buy	+15,000	New	+$1.28M	0.71%	31

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zenyatta Capital Management's MS Position: Q1 2024 in Review

Zenyatta Capital Management reduced its Morgan Stanley (MS) stake by 72% in Q1 2024, selling an estimated $7.93M and leaving 35,000 shares worth $3.3M. The position accounts for 4.43% of the portfolio, ranked #10.

Zenyatta Capital Management first reported a position in MS in Q4 2022 and has held it in 5 quarters since. The position peaked at $11.7M in Q4 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Zenyatta Capital Management held 35,000 shares of Morgan Stanley worth $3.3M as of Q1 2024.
Zenyatta Capital Management sold 90,000 Morgan Stanley shares in Q1 2024, an estimated $7.93M.
Morgan Stanley made up 4.43% of Zenyatta Capital Management's portfolio in Q1 2024, its #10 holding.
Zenyatta Capital Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 5 quarters since.
Zenyatta Capital Management's Morgan Stanley position peaked at $11.7M in Q4 2023.
1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Zenyatta Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.