Amalgamated Financial’s Morgan Stanley MS Stock Holding History

Amalgamated Financial’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 Q1	$30.7M	Buy	+350,823	New	+$33.8M	0.24%	68

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Financial's MS Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Morgan Stanley (MS) in Q1 2022: 350,823 shares worth $30.7M. The stake represents 0.24% of the portfolio and ranks #68 among its holdings.

1,670 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Amalgamated Financial held 350,823 shares of Morgan Stanley worth $30.7M as of Q1 2022.
Morgan Stanley was a new Amalgamated Financial position in Q1 2022.
Morgan Stanley made up 0.24% of Amalgamated Financial's portfolio in Q1 2022, its #68 holding.
1,670 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.