BS
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Bessemer Securities’s Morgan Stanley MS Stock Holding History

Bessemer Securities’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
-1,799
Closed -$157K – 130
2022
Q1 		$157K Buy
+1,799
New +$174K 0.05% 123
2019
Q3 		– Sell
-19,250
Closed -$843K – 111
2019
Q2 		$843K Hold
19,250
– – 0.35% 56
2019
Q1 		$812K Hold
19,250
– – 0.28% 55
2018
Q4 		$763K Buy
+19,250
New +$840K 0.29% 55

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

Bessemer Securities's MS Position: Q2 2022 in Review

Bessemer Securities sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 1,799 shares — an estimated $157K sold.

Bessemer Securities first reported a position in MS in Q4 2018 and held it in 4 quarters. The position peaked at $843K in Q2 2019. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Bessemer Securities reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Bessemer Securities sold 1,799 Morgan Stanley shares in Q2 2022, an estimated $157K.
  • Bessemer Securities first reported a position in Morgan Stanley in Q4 2018 and held it in 4 quarters.
  • Bessemer Securities's Morgan Stanley position peaked at $843K in Q2 2019.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Bessemer Securities's 13F filing for Q2 2022, filed 10 Aug 2022.