Advisory Research’s Morgan Stanley MS Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-3,519	Closed	-$287K	–	426
2023 Q3	$287K	Buy	3,519 +1,054	+43%	+$91.5K	0.04%	382
2023 Q2	$211K	Buy	+2,465	New	+$211K	0.03%	426
2017 Q2	–	Sell	-6,204	Closed	-$266K	–	444
2017 Q1	$266K	Buy	+6,204	New	+$275K	﹤0.01%	386
2014 Q2	–	Sell	-2,245	Closed	-$70K	–	551
2014 Q1	$70K	Buy	+2,245	New	+$69.4K	﹤0.01%	517

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

Advisory Research's MS Position: Q4 2023 in Review

Advisory Research sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 3,519 shares — an estimated $287K sold.

Advisory Research first reported a position in MS in Q1 2014 and held it in 4 quarters. The position peaked at $287K in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Advisory Research reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 3,519 Morgan Stanley shares in Q4 2023, an estimated $287K.
Advisory Research first reported a position in Morgan Stanley in Q1 2014 and held it in 4 quarters.
Advisory Research's Morgan Stanley position peaked at $287K in Q3 2023.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.