Ariel Investments’s Morgan Stanley MS Stock Holding History

Ariel Investments’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
2017 Q1	–	Sell	-116,692	Closed	-$4.93M	–	195
2016 Q4	$4.93M	Sell	116,692 -129,150	-53%	-$4.88M	0.06%	151
2016 Q3	$7.88M	Hold	245,842	–	–	0.1%	123
2016 Q2	$6.39M	Buy	245,842 +45,717	+23%	+$1.2M	0.08%	132
2016 Q1	$5M	Buy	200,125 +42,625	+27%	+$1.09M	0.06%	146
2015 Q4	$5.01M	Buy	157,500 +1,835	+1%	+$61K	0.06%	147
2015 Q3	$4.9M	Sell	155,665 -715	-0.5%	-$26K	0.06%	153
2015 Q2	$6.07M	Sell	156,380 -3,200	-2%	-$122K	0.07%	148
2015 Q1	$5.7M	Buy	159,580 +200	+0.1%	+$7.18K	0.06%	151
2014 Q4	$6.18M	Sell	159,380 -200	-0.1%	-$7.12K	0.07%	145
2014 Q3	$5.52M	Buy	159,580 +900	+0.6%	+$30K	0.07%	143
2014 Q2	$5.13M	Hold	158,680	–	–	0.06%	148
2014 Q1	$4.95M	Buy	158,680 +4,800	+3%	+$148K	0.06%	143
2013 Q4	$4.83M	Sell	153,880 -34,695	-18%	-$1.03M	0.06%	140
2013 Q3	$5.08M	Sell	188,575 -28,050	-13%	-$753K	0.07%	119
2013 Q2	$5.29M	Buy	+216,625	New	+$5.14M	0.09%	109

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

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return