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Alaska Permanent Fund’s Morgan Stanley MS Stock Holding History

Alaska Permanent Fund’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
Q2 		– Sell
-79,139
Closed -$6.15M – 242
2021
Q1 		$6.15M Buy
79,139
+34,239
+76% +$2.62M 0.11% 31
2020
Q4 		$3.08M Hold
44,900
– – 0.06% 78
2020
Q3 		$2.17M Buy
44,900
+23,430
+109% +$1.18M 0.03% 139
2020
Q2 		$1.04M Hold
21,470
– – 0.02% 55
2020
Q1 		$730K Buy
+21,470
New +$1.01M 0.01% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaska Permanent Fund's MS Position: Q2 2021 in Review

Alaska Permanent Fund sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 79,139 shares — an estimated $6.15M sold.

Alaska Permanent Fund first reported a position in MS in Q1 2020 and held it in 5 quarters. The position peaked at $6.15M in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Alaska Permanent Fund reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
  • Alaska Permanent Fund sold 79,139 Morgan Stanley shares in Q2 2021, an estimated $6.15M.
  • Alaska Permanent Fund first reported a position in Morgan Stanley in Q1 2020 and held it in 5 quarters.
  • Alaska Permanent Fund's Morgan Stanley position peaked at $6.15M in Q1 2021.
  • 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Alaska Permanent Fund's 13F filing for Q2 2021, filed 10 Aug 2021.