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Bank Hapoalim BM’s Morgan Stanley MS Stock Holding History

Bank Hapoalim BM’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
2022
Q2 		– Sell
-10,916
Closed -$954K – 192
2022
Q1 		$954K Sell
10,916
-2,927
-21% -$282K 0.1% 131
2021
Q4 		$1.36M Sell
13,843
-944
-6% -$94K 0.14% 114
2021
Q3 		$1.44M Sell
14,787
-375
-2% -$37.2K 0.15% 105
2021
Q2 		$1.39M Buy
15,162
+1,210
+9% +$104K 0.16% 107
2021
Q1 		$1.08M Buy
13,952
+1,125
+9% +$86.2K 0.14% 115
2020
Q4 		$879K Buy
12,827
+4,224
+49% +$242K 0.12% 106
2020
Q3 		$416 Sell
8,603
-645
-7% -$32.5K 0.02% 125
2020
Q2 		$447K Sell
9,248
-480
-5% -$20.2K 0.1% 119
2020
Q1 		$331K Sell
9,728
-355
-4% -$16.7K 0.1% 126
2019
Q4 		$515K Sell
10,083
-5,767
-36% -$273K 0.11% 109
2019
Q3 		$679K Sell
15,850
-12,481
-44% -$533K 0.17% 83
2019
Q2 		$1.24M Buy
28,331
+5,112
+22% +$228K 0.3% 59
2019
Q1 		$980K Sell
23,219
-3,141
-12% -$132K 0.24% 70
2018
Q4 		$1.04M Buy
+26,360
New +$1.15M 0.34% 62

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Hapoalim BM's MS Position: Q2 2022 in Review

Bank Hapoalim BM sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 10,916 shares — an estimated $954K sold.

Bank Hapoalim BM first reported a position in MS in Q4 2018 and held it in 14 quarters. The position peaked at $1.44M in Q3 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Bank Hapoalim BM reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Bank Hapoalim BM sold 10,916 Morgan Stanley shares in Q2 2022, an estimated $954K.
  • Bank Hapoalim BM first reported a position in Morgan Stanley in Q4 2018 and held it in 14 quarters.
  • Bank Hapoalim BM's Morgan Stanley position peaked at $1.44M in Q3 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Bank Hapoalim BM's 13F filing for Q2 2022, filed 27 Jul 2022.