AMC
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Asset Management Corp’s Morgan Stanley MS Stock Holding History

Asset Management Corp’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
2023
Q1 		$674K Sell
7,673
-369
-5% -$34.4K 0.53% 47
2022
Q4 		$684K Sell
8,042
-497
-6% -$42.4K 0.57% 46
2022
Q3 		$675K Buy
8,539
+4
+0% +$337 0.41% 53
2022
Q2 		$649K Sell
8,535
-982
-10% -$80.4K 0.42% 57
2022
Q1 		$832K Buy
9,517
+2,629
+38% +$254K 0.42% 57
2021
Q4 		$676K Sell
6,888
-521
-7% -$51.9K 0.33% 79
2021
Q3 		$721K Buy
7,409
+11
+0.1% +$1.09K 0.36% 71
2021
Q2 		$678K Sell
7,398
-294
-4% -$25.2K 0.39% 61
2021
Q1 		$597 Buy
7,692
+533
+7% +$40.8K 0.26% 76
2020
Q4 		$539K Buy
7,159
+515
+8% +$29.5K 0.3% 88
2020
Q3 		$321K Sell
6,644
-112
-2% -$5.64K 0.19% 102
2020
Q2 		$326K Buy
6,756
+21
+0.3% +$882 0.21% 87
2020
Q1 		$229K Sell
6,735
-786
-10% -$37K 0.21% 99
2019
Q4 		$384K Buy
+7,521
New +$356K 0.27% 100

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 $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Management Corp's MS Position: Q1 2023 in Review

Asset Management Corp reduced its Morgan Stanley (MS) stake by 4.6% in Q1 2023, selling an estimated $34.4K and leaving 7,673 shares worth $674K. The position accounts for 0.53% of the portfolio, ranked #47.

Asset Management Corp first reported a position in MS in Q4 2019 and has held it in 14 quarters since. The position peaked at $832K in Q1 2022. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Asset Management Corp held 7,673 shares of Morgan Stanley worth $674K as of Q1 2023.
  • Asset Management Corp sold 369 Morgan Stanley shares in Q1 2023, an estimated $34.4K.
  • Morgan Stanley made up 0.53% of Asset Management Corp's portfolio in Q1 2023, its #47 holding.
  • Asset Management Corp first reported a position in Morgan Stanley in Q4 2019 and has held it in 14 quarters since.
  • Asset Management Corp's Morgan Stanley position peaked at $832K in Q1 2022.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.