5L
MS icon

55I LLC’s Morgan Stanley MS Stock Holding History

55I LLC’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
Q3 		$1.82M Buy
23,016
+17,443
+313% +$1.47M 0.05% 194
2022
Q2 		$424K Buy
+5,573
New +$456K 0.01% 379
2021
Q4 		– Sell
-13,116
Closed -$1.28M – 511
2021
Q3 		$1.28M Buy
13,116
+10,439
+390% +$1.03M 0.04% 206
2021
Q2 		$245K Buy
+2,677
New +$230K 0.01% 357

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

55I LLC's MS Position: Q3 2022 in Review

55I LLC increased its Morgan Stanley (MS) stake by 313% in Q3 2022, buying an estimated $1.47M and bringing the position to 23,016 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #194.

55I LLC first reported a position in MS in Q2 2021 and has held it in 4 quarters since. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • 55I LLC held 23,016 shares of Morgan Stanley worth $1.82M as of Q3 2022.
  • 55I LLC bought 17,443 Morgan Stanley shares in Q3 2022, an estimated $1.47M.
  • Morgan Stanley made up 0.05% of 55I LLC's portfolio in Q3 2022, its #194 holding.
  • 55I LLC first reported a position in Morgan Stanley in Q2 2021 and has held it in 4 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.