Baldrige Asset Management’s Morgan Stanley MS Stock Holding History

Baldrige Asset 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	$34K	Buy	391 +3	+0.8%	+$280	0.01%	195
2022 Q4	$33K	Hold	388	–	–	0.01%	192
2022 Q3	$31K	Hold	388	–	–	0.01%	189
2022 Q2	$30K	Hold	388	–	–	0.01%	192
2022 Q1	$34K	Hold	388	–	–	0.01%	201
2021 Q4	$38K	Hold	388	–	–	0.01%	190
2021 Q3	$38K	Hold	388	–	–	0.02%	184
2021 Q2	$36K	Buy	+388	New	+$33.3K	0.02%	187

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

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

Baldrige Asset Management increased its Morgan Stanley (MS) stake by 0.77% in Q1 2023, buying an estimated $280 and bringing the position to 391 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #195.

Baldrige Asset Management first reported a position in MS in Q2 2021 and has held it in 8 quarters since. The position peaked at $38K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

Baldrige Asset Management held 391 shares of Morgan Stanley worth $34K as of Q1 2023.
Baldrige Asset Management bought 3 Morgan Stanley shares in Q1 2023, an estimated $280.
Morgan Stanley made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #195 holding.
Baldrige Asset Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Morgan Stanley position peaked at $38K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.