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Arlington Partners’s Morgan Stanley MS Stock Holding History

Arlington Partners’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
2024
Q1 		– Sell
-17
Closed -$1.58K – 177
2023
Q4 		$1.58K Sell
17
-1,007
-98% -$80.6K ﹤0.01% 247
2023
Q3 		$83.6K Buy
1,024
+150
+17% +$13K 0.03% 119
2023
Q2 		$74.6K Buy
874
+583
+200% +$49.9K 0.01% 271
2023
Q1 		$25.6K Buy
291
+274
+1,612% +$25.6K ﹤0.01% 320
2022
Q4 		$1.45K Hold
17
– – ﹤0.01% 406
2022
Q3 		$1K Sell
17
-198
-92% -$16.7K ﹤0.01% 358
2022
Q2 		$16K Buy
215
+198
+1,165% +$16.2K 0.01% 341
2022
Q1 		$1K Hold
17
– – ﹤0.01% 447
2021
Q4 		$2K Buy
+17
New +$1.69K ﹤0.01% 649

Other funds holding MS

Mitsubishi UFJ Financial Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arlington Partners's MS Position: Q1 2024 in Review

Arlington Partners sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 17 shares — an estimated $1.58K sold.

Arlington Partners first reported a position in MS in Q4 2021 and held it in 9 quarters. The position peaked at $83.6K in Q3 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Arlington Partners reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 17 Morgan Stanley shares in Q1 2024, an estimated $1.58K.
  • Arlington Partners first reported a position in Morgan Stanley in Q4 2021 and held it in 9 quarters.
  • Arlington Partners's Morgan Stanley position peaked at $83.6K in Q3 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.