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 Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ashburton (Jersey)'s MS Position: Q4 2024 in Review

Ashburton (Jersey) reduced its Morgan Stanley (MS) stake by 5.1% in Q4 2024, selling an estimated $112K and leaving 17,005 shares worth $2.14M. The position accounts for 0.94% of the portfolio, ranked #30.

Ashburton (Jersey) first reported a position in MS in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.57M in Q4 2023. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Ashburton (Jersey) held 17,005 shares of Morgan Stanley worth $2.14M as of Q4 2024.
Ashburton (Jersey) sold 906 Morgan Stanley shares in Q4 2024, an estimated $112K.
Morgan Stanley made up 0.94% of Ashburton (Jersey)'s portfolio in Q4 2024, its #30 holding.
Ashburton (Jersey) first reported a position in Morgan Stanley in Q2 2021 and has held it in 12 quarters since.
Ashburton (Jersey)'s Morgan Stanley position peaked at $2.57M in Q4 2023.
2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Ashburton (Jersey)'s 13F filing for Q4 2024, filed 13 Feb 2025.