Barrett Asset Management’s Morgan Stanley MS Stock Holding History

Barrett 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
2022 Q1	$199K	Buy	2,287 +343	+18%	+$33.1K	0.01%	216
2021 Q4	$191K	Buy	1,944 +709	+57%	+$70.6K	0.01%	230
2021 Q3	$120K	Buy	1,235 +785	+174%	+$77.8K	0.01%	237
2021 Q2	$41K	Hold	450	–	–	﹤0.01%	336
2021 Q1	$35K	Sell	450 -274	-38%	-$21K	﹤0.01%	330
2020 Q4	$50K	Buy	+724	New	+$41.5K	﹤0.01%	272
2016 Q2	–	Sell	-624	Closed	-$16K	–	368
2016 Q1	$16K	Buy	+624	New	+$15.9K	﹤0.01%	289

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barrett Asset Management's MS Position: Q1 2022 in Review

Barrett Asset Management increased its Morgan Stanley (MS) stake by 18% in Q1 2022, buying an estimated $33.1K and bringing the position to 2,287 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #216.

Barrett Asset Management first reported a position in MS in Q1 2016 and has held it in 7 quarters since. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Barrett Asset Management held 2,287 shares of Morgan Stanley worth $199K as of Q1 2022.
Barrett Asset Management bought 343 Morgan Stanley shares in Q1 2022, an estimated $33.1K.
Morgan Stanley made up 0.01% of Barrett Asset Management's portfolio in Q1 2022, its #216 holding.
Barrett Asset Management first reported a position in Morgan Stanley in Q1 2016 and has held it in 7 quarters since.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.