American Research & Management Company’s Morgan Stanley MS Stock Holding History

American Research & Management Company’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	$33K	Buy	414 +14	+4%	+$1.18K	0.01%	215
2022 Q2	$30K	Hold	400	–	–	0.01%	227
2022 Q1	$35K	Hold	400	–	–	0.01%	223
2021 Q4	$39K	Hold	400	–	–	0.01%	218
2021 Q3	$39K	Hold	400	–	–	0.01%	221
2021 Q2	$37K	Hold	400	–	–	0.01%	228
2021 Q1	$31K	Hold	400	–	–	0.01%	226
2020 Q4	$27K	Buy	+400	New	+$23K	0.01%	237

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Research & Management Company's MS Position: Q3 2022 in Review

American Research & Management Company increased its Morgan Stanley (MS) stake by 3.5% in Q3 2022, buying an estimated $1.18K and bringing the position to 414 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #215.

American Research & Management Company first reported a position in MS in Q4 2020 and has held it in 8 quarters since. The position peaked at $39K in Q4 2021. 1,583 funds tracked by Wall St. Rank hold MS as of Q3 2022.

American Research & Management Company held 414 shares of Morgan Stanley worth $33K as of Q3 2022.
American Research & Management Company bought 14 Morgan Stanley shares in Q3 2022, an estimated $1.18K.
Morgan Stanley made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #215 holding.
American Research & Management Company first reported a position in Morgan Stanley in Q4 2020 and has held it in 8 quarters since.
American Research & Management Company's Morgan Stanley position peaked at $39K in Q4 2021.
1,583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.