AJ
MS icon

Ashburton (Jersey)’s Morgan Stanley MS Stock Holding History

Ashburton (Jersey)’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
Q4 		$2.14M Sell
17,005
-906
-5% -$112K 0.94% 30
2024
Q3 		$1.87M Sell
17,911
-219
-1% -$22.1K 0.68% 19
2024
Q2 		$1.8M Buy
+18,130
New +$1.73M 0.76% 18
2023
Q4 		$2.57M Buy
31,452
+1,972
+7% +$158K 1.28% 20
2023
Q3 		$2.52M Hold
29,480
– – 1.23% 19
2023
Q2 		$2.52M Buy
29,480
+11,009
+60% +$942K 1.23% 19
2023
Q1 		$1.62M Buy
18,471
+6,063
+49% +$566K 0.76% 24
2022
Q4 		$1.05M Sell
12,408
-2,414
-16% -$206K 0.59% 20
2022
Q3 		$1.17M Buy
+14,822
New +$1.25M 0.69% 18
2022
Q1 		– Sell
-14,256
Closed -$1.4M – 48
2021
Q4 		$1.4M Buy
14,256
+533
+4% +$53.1K 0.59% 19
2021
Q3 		$1.33M Buy
13,723
+155
+1% +$15.4K 0.59% 20
2021
Q2 		$1.24M Buy
+13,568
New +$1.16M 0.52% 19

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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return