6 Meridian’s Morgan Stanley MS Stock Holding History

6 Meridian’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
2021 Q1	–	Sell	-49,752	Closed	-$3.41M	–	430
2020 Q4	$3.41M	Sell	49,752 -4,708	-9%	-$270K	0.32%	50
2020 Q3	$2.63M	Sell	54,460 -9,052	-14%	-$456K	0.28%	60
2020 Q2	$3.07M	Sell	63,512 -106,382	-63%	-$4.47M	0.33%	56
2020 Q1	$5.78M	Sell	169,894 -26,278	-13%	-$1.24M	0.61%	56
2019 Q4	$10M	Buy	196,172 +2,123	+1%	+$100K	0.88%	28
2019 Q3	$8.28M	Buy	194,049 +13,621	+8%	+$582K	0.81%	34
2019 Q2	$7.91M	Sell	180,428 -568	-0.3%	-$25.3K	0.8%	41
2019 Q1	$7.64M	Buy	+180,996	New	+$7.62M	0.77%	43
2018 Q1	–	Sell	-315,806	Closed	-$16.6M	–	476
2017 Q4	$16.6M	Buy	+315,806	New	+$16M	1.92%	7

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

6 Meridian's MS Position: Q1 2021 in Review

6 Meridian sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 49,752 shares — an estimated $3.41M sold.

6 Meridian first reported a position in MS in Q4 2017 and held it in 9 quarters. The position peaked at $16.6M in Q4 2017. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

6 Meridian reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
6 Meridian sold 49,752 Morgan Stanley shares in Q1 2021, an estimated $3.41M.
6 Meridian first reported a position in Morgan Stanley in Q4 2017 and held it in 9 quarters.
6 Meridian's Morgan Stanley position peaked at $16.6M in Q4 2017.
1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on 6 Meridian's 13F filing for Q1 2021, filed 22 Apr 2021.