AUA Capital Management’s Morgan Stanley MS Stock Holding History

AUA Capital Management’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	–	Sell	-5	Closed	-$425	–	242
2022 Q4	$425	Sell	5 -310	-98%	-$26.4K	﹤0.01%	337
2022 Q3	$25K	Hold	315	–	–	0.02%	146
2022 Q2	$24K	Hold	315	–	–	0.01%	154
2022 Q1	$28K	Hold	315	–	–	0.02%	152
2021 Q4	$31K	Hold	315	–	–	0.02%	140
2021 Q3	$31K	Hold	315	–	–	0.02%	139
2021 Q2	$29K	Hold	315	–	–	0.02%	139
2021 Q1	$24K	Buy	315 +5	+2%	+$383	0.02%	145
2020 Q4	$21K	Hold	310	–	–	0.02%	145
2020 Q3	$15K	Hold	310	–	–	0.01%	149
2020 Q2	$15K	Hold	310	–	–	0.02%	126
2020 Q1	$11K	Hold	310	–	–	0.01%	146
2019 Q4	$16K	Hold	310	–	–	0.01%	145
2019 Q3	$13K	Hold	310	–	–	0.01%	153
2019 Q2	$14K	Hold	310	–	–	0.01%	150
2019 Q1	$13K	Hold	310	–	–	0.01%	150
2018 Q4	$12K	Hold	310	–	–	0.01%	151
2018 Q3	$14K	Hold	310	–	–	0.01%	150
2018 Q2	$15K	Hold	310	–	–	0.01%	148
2018 Q1	$17K	Hold	310	–	–	0.01%	146
2017 Q4	$16K	Hold	310	–	–	0.01%	156
2017 Q3	$15K	Hold	310	–	–	0.01%	155
2017 Q2	$14K	Hold	310	–	–	0.01%	161
2017 Q1	$13K	Hold	310	–	–	0.01%	147
2016 Q4	$13K	Buy	+310	New	+$11.7K	0.01%	148

Other funds holding MS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AUA Capital Management's MS Position: Q1 2023 in Review

AUA Capital Management sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 5 shares — an estimated $425 sold.

AUA Capital Management first reported a position in MS in Q4 2016 and held it in 25 quarters. The position peaked at $31K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

AUA Capital Management reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 5 Morgan Stanley shares in Q1 2023, an estimated $425.
AUA Capital Management first reported a position in Morgan Stanley in Q4 2016 and held it in 25 quarters.
AUA Capital Management's Morgan Stanley position peaked at $31K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.