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Altshuler Shaham’s Morgan Stanley MS Stock Holding History

Altshuler Shaham’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
Q4 		– Sell
-76
Closed -$7K – 611
2021
Q3 		$7K Sell
76
-1
-1% -$99 ﹤0.01% 493
2021
Q2 		$7K Buy
+77
New +$6.6K ﹤0.01% 562
2020
Q2 		– Sell
-7
Closed – – 491
2020
Q1 		$0 Hold
7
– – ﹤0.01% 559
2019
Q4 		$0 Buy
7
+1
+17% +$47 ﹤0.01% 575
2019
Q3 		$0 Buy
+6
New +$256 ﹤0.01% 509

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altshuler Shaham's MS Position: Q4 2021 in Review

Altshuler Shaham sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 76 shares — an estimated $7K sold.

Altshuler Shaham first reported a position in MS in Q3 2019 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Altshuler Shaham reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
  • Altshuler Shaham sold 76 Morgan Stanley shares in Q4 2021, an estimated $7K.
  • Altshuler Shaham first reported a position in Morgan Stanley in Q3 2019 and held it in 5 quarters.
  • Altshuler Shaham's Morgan Stanley position peaked at $7K in Q3 2021.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Altshuler Shaham's 13F filing for Q4 2021, filed 15 Feb 2022.