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AGF Investments Inc’s Morgan Stanley MS Stock Holding History

AGF Investments Inc’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 		$10M Buy
126,661
+89,318
+239% +$7.53M 0.09% 156
2022
Q2 		$2.84M Sell
37,343
-395,632
-91% -$32.4M 0.03% 254
2022
Q1 		$37.8M Sell
432,975
-2,636,539
-86% -$254M 0.28% 107
2021
Q4 		$301M Buy
3,069,514
+39,549
+1% +$3.94M 2.17% 2
2021
Q3 		$295M Buy
3,029,965
+40,737
+1% +$4.04M 2.26% 2
2021
Q2 		$274M Buy
2,989,228
+235,224
+9% +$20.2M 2.05% 3
2021
Q1 		$214M Buy
2,754,004
+1,223,036
+80% +$93.7M 1.69% 5
2020
Q4 		$105M Buy
1,530,968
+841,171
+122% +$48.3M 0.89% 30
2020
Q3 		$33.4M Sell
689,797
-193,979
-22% -$9.77M 0.34% 96
2020
Q2 		$42.7M Buy
883,776
+151,415
+21% +$6.36M 0.45% 80
2020
Q1 		$24.9M Buy
+732,361
New +$34.5M 0.3% 105
2016
Q3 		– Sell
-1,735,203
Closed -$45.1M – 475
2016
Q2 		$45.1M Sell
1,735,203
-447,784
-21% -$11.7M 0.5% 70
2016
Q1 		$54.6M Buy
2,182,987
+137,605
+7% +$3.51M 0.66% 54
2015
Q4 		$65.1M Sell
2,045,382
-31,062
-1% -$1.03M 0.8% 36
2015
Q3 		$65.6M Buy
2,076,444
+2,046,944
+6,939% +$74.5M 0.82% 37
2015
Q2 		$1.14M Buy
29,500
+11,000
+59% +$419K 0.01% 305
2015
Q1 		$660K Hold
18,500
– – 0.01% 326
2014
Q4 		$717K Buy
+18,500
New +$658K 0.01% 317

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

AGF Investments Inc's MS Position: Q3 2022 in Review

AGF Investments Inc increased its Morgan Stanley (MS) stake by 239% in Q3 2022, buying an estimated $7.53M and bringing the position to 126,661 shares worth $10M. The position accounts for 0.09% of the portfolio, ranked #156.

AGF Investments Inc first reported a position in MS in Q4 2014 and has held it in 18 quarters since. The position peaked at $301M in Q4 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • AGF Investments Inc held 126,661 shares of Morgan Stanley worth $10M as of Q3 2022.
  • AGF Investments Inc bought 89,318 Morgan Stanley shares in Q3 2022, an estimated $7.53M.
  • Morgan Stanley made up 0.09% of AGF Investments Inc's portfolio in Q3 2022, its #156 holding.
  • AGF Investments Inc first reported a position in Morgan Stanley in Q4 2014 and has held it in 18 quarters since.
  • AGF Investments Inc's Morgan Stanley position peaked at $301M in Q4 2021.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.