Benson Investment Management Company’s Morgan Stanley MS Stock Holding History

Benson Investment Management Company’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 Q3	–	Sell	-56,696	Closed	-$4.29M	–	59
2022 Q2	$4.29M	Buy	56,696 +11,135	+24%	+$912K	2.68%	11
2022 Q1	$3.98M	Buy	45,561 +120	+0.3%	+$11.6K	2%	27
2021 Q4	$4.46M	Buy	45,441 +315	+0.7%	+$31.4K	2.16%	24
2021 Q3	$4.39M	Sell	45,126 -12,215	-21%	-$1.21M	2.26%	14
2021 Q2	$5.26M	Buy	57,341 +685	+1%	+$58.7K	2.68%	6
2021 Q1	$4.4M	Sell	56,656 -254	-0.4%	-$19.5K	2.57%	14
2020 Q4	$3.9M	Buy	+56,910	New	+$3.27M	2.38%	23

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Benson Investment Management Company's MS Position: Q3 2022 in Review

Benson Investment Management Company sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 56,696 shares — an estimated $4.29M sold.

Benson Investment Management Company first reported a position in MS in Q4 2020 and held it in 7 quarters. The position peaked at $5.26M in Q2 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Benson Investment Management Company reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Benson Investment Management Company sold 56,696 Morgan Stanley shares in Q3 2022, an estimated $4.29M.
Benson Investment Management Company first reported a position in Morgan Stanley in Q4 2020 and held it in 7 quarters.
Benson Investment Management Company's Morgan Stanley position peaked at $5.26M in Q2 2021.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Benson Investment Management Company's 13F filing for Q3 2022, filed 20 Oct 2022.