Arden Trust’s Morgan Stanley MS Stock Holding History

Arden Trust’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
2020 Q2	–	Sell	-3,380	Closed	-$115K	–	600
2020 Q1	$115K	Buy	+3,380	New	+$159K	0.02%	365
2018 Q4	–	Sell	-4,890	Closed	-$228K	–	353
2018 Q3	$228K	Sell	4,890 -1,908	-28%	-$93.2K	0.04%	336
2018 Q2	$323K	Buy	6,798 +786	+13%	+$41.1K	0.05%	279
2018 Q1	$324K	Sell	6,012 -1,064	-15%	-$58.9K	0.05%	288
2017 Q4	$371K	Buy	7,076 +1,100	+18%	+$55.6K	0.06%	254
2017 Q3	$288K	Hold	5,976	–	–	0.04%	301
2017 Q2	$266K	Sell	5,976 -277	-4%	-$11.9K	0.04%	314
2017 Q1	$268K	Buy	+6,253	New	+$277K	0.04%	299
2016 Q3	–	Sell	-13,771	Closed	-$358	–	446
2016 Q2	$358	Sell	13,771 -588	-4%	-$15.4K	0.03%	423
2016 Q1	$359K	Buy	14,359 +1,138	+9%	+$29K	0.03%	431
2015 Q4	$421K	Buy	13,221 +599	+5%	+$19.9K	0.04%	402
2015 Q3	$397K	Buy	12,622 +5,331	+73%	+$194K	0.03%	443
2015 Q2	$282	Sell	7,291 -465	-6%	-$17.7K	0.04%	353
2015 Q1	$276	Buy	+7,756	New	+$278K	0.04%	358
2013 Q3	–	Sell	-28,013	Closed	-$685K	–	314
2013 Q2	$685K	Buy	+28,013	New	+$664K	0.08%	192

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return