Aperio Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $82M | Buy |
1,196,211
+207,505
| +21% | +$11.9M | 0.24% | 69 |
|
|
2020
Q3 | $47.8M | Buy |
988,706
+49,471
| +5% | +$2.49M | 0.16% | 119 |
|
|
2020
Q2 | $45.4M | Sell |
939,235
-40,413
| -4% | -$1.7M | 0.17% | 115 |
|
|
2020
Q1 | $33.3M | Buy |
979,648
+119,229
| +14% | +$5.62M | 0.15% | 144 |
|
|
2019
Q4 | $44M | Buy |
860,419
+34,271
| +4% | +$1.62M | 0.16% | 139 |
|
|
2019
Q3 | $35.3M | Sell |
826,148
-49,289
| -6% | -$2.11M | 0.14% | 165 |
|
|
2019
Q2 | $38.4M | Buy |
875,437
+27,056
| +3% | +$1.21M | 0.16% | 137 |
|
|
2019
Q1 | $35.8M | Sell |
848,381
-23,308
| -3% | -$981K | 0.15% | 145 |
|
|
2018
Q4 | $34.6M | Sell |
871,689
-72
| -0% | -$3.14K | 0.17% | 125 |
|
|
2018
Q3 | $40.6M | Sell |
871,761
-2,218
| -0.3% | -$108K | 0.18% | 124 |
|
|
2018
Q2 | $41.4M | Buy |
873,979
+9,344
| +1% | +$488K | 0.2% | 117 |
|
|
2018
Q1 | $46.7M | Buy |
864,635
+24,683
| +3% | +$1.37M | 0.23% | 89 |
|
|
2017
Q4 | $44.1M | Buy |
839,952
+27,718
| +3% | +$1.4M | 0.22% | 97 |
|
|
2017
Q3 | $39.1M | Buy |
812,234
+29,053
| +4% | +$1.35M | 0.22% | 96 |
|
|
2017
Q2 | $34.9M | Buy |
783,181
+60,316
| +8% | +$2.6M | 0.21% | 100 |
|
|
2017
Q1 | $31M | Sell |
722,865
-3,859
| -0.5% | -$171K | 0.21% | 100 |
|
|
2016
Q4 | $30.7M | Sell |
726,724
-8,138
| -1% | -$308K | 0.23% | 95 |
|
|
2016
Q3 | $23.6M | Buy |
734,862
+88,237
| +14% | +$2.63M | 0.17% | 140 |
|
|
2016
Q2 | $16.8M | Buy |
646,625
+68,239
| +12% | +$1.78M | 0.13% | 179 |
|
|
2016
Q1 | $14.5M | Sell |
578,386
-41,880
| -7% | -$1.07M | 0.12% | 189 |
|
|
2015
Q4 | $19.7M | Buy |
620,266
+41,025
| +7% | +$1.36M | 0.18% | 132 |
|
|
2015
Q3 | $18.2M | Buy |
579,241
+17,662
| +3% | +$643K | 0.19% | 130 |
|
|
2015
Q2 | $21.8M | Buy |
561,579
+32,864
| +6% | +$1.25M | 0.22% | 102 |
|
|
2015
Q1 | $18.9M | Buy |
528,715
+35,344
| +7% | +$1.27M | 0.21% | 108 |
|
|
2014
Q4 | $19.1M | Buy |
493,371
+35,427
| +8% | +$1.26M | 0.24% | 96 |
|
|
2014
Q3 | $15.8M | Buy |
457,944
+44,439
| +11% | +$1.48M | 0.21% | 109 |
|
|
2014
Q2 | $13.4M | Buy |
413,505
+45,672
| +12% | +$1.41M | 0.19% | 124 |
|
|
2014
Q1 | $11.5M | Buy |
+367,833
| New | +$11.4M | 0.16% | 145 |
|
|
2013
Q4 | – | Sell |
-297,609
| Closed | -$8.85M | – | 138 |
|
|
2013
Q3 | $8.02M | Buy |
297,609
+37,410
| +14% | +$1M | 0.15% | 146 |
|
|
2013
Q2 | $6.36M | Buy |
+260,199
| New | +$6.17M | 0.15% | 149 |
|
Other funds holding MS
Aperio Group's MS Position: Q4 2020 in Review
Aperio Group increased its Morgan Stanley (MS) stake by 21% in Q4 2020, buying an estimated $11.9M and bringing the position to 1,196,211 shares worth $82M. The position accounts for 0.24% of the portfolio, ranked #69.
Aperio Group first reported a position in MS in Q2 2013 and has held it in 30 quarters since. 1,366 funds tracked by Wall St. Rank hold MS as of Q4 2020.
- Aperio Group held 1,196,211 shares of Morgan Stanley worth $82M as of Q4 2020.
- Aperio Group bought 207,505 Morgan Stanley shares in Q4 2020, an estimated $11.9M.
- Morgan Stanley made up 0.24% of Aperio Group's portfolio in Q4 2020, its #69 holding.
- Aperio Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 30 quarters since.
- 1,366 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.