BBR Partners’s Morgan Stanley MS Stock Holding History

BBR Partners’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	-3,860	Closed	-$328K	–	178
2022 Q4	$328K	Buy	3,860 +58	+2%	+$4.94K	0.04%	132
2022 Q3	$300K	Buy	+3,802	New	+$320K	0.04%	136

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

BBR Partners's MS Position: Q1 2023 in Review

BBR Partners sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 3,860 shares — an estimated $328K sold.

BBR Partners first reported a position in MS in Q3 2022 and held it in 2 quarters. The position peaked at $328K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

BBR Partners reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
BBR Partners sold 3,860 Morgan Stanley shares in Q1 2023, an estimated $328K.
BBR Partners first reported a position in Morgan Stanley in Q3 2022 and held it in 2 quarters.
BBR Partners's Morgan Stanley position peaked at $328K in Q4 2022.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on BBR Partners's 13F filing for Q1 2023, filed 11 May 2023.