BA
MS icon

Birinyi Associates’s Morgan Stanley MS Stock Holding History

Birinyi Associates’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
2016
Q3 		– Sell
-16,250
Closed -$422K – 89
2016
Q2 		$422K Sell
16,250
-3,250
-17% -$85K 0.18% 62
2016
Q1 		$488K Sell
19,500
-4,000
-17% -$102K 0.22% 60
2015
Q4 		$748K Sell
23,500
-25,250
-52% -$839K 0.49% 50
2015
Q3 		$1.54M Buy
48,750
+23,500
+93% +$855K 0.67% 38
2015
Q2 		$979K Sell
25,250
-1,500
-6% -$57.1K 0.67% 35
2015
Q1 		$955K Buy
26,750
+6,500
+32% +$233K 0.63% 40
2014
Q4 		$786K Buy
20,250
+1,000
+5% +$35.6K 0.35% 45
2014
Q3 		$665K Sell
19,250
-1,000
-5% -$33.3K 0.3% 51
2014
Q2 		$655K Buy
20,250
+7,500
+59% +$231K 0.3% 53
2014
Q1 		$397K Buy
12,750
+5,750
+82% +$178K 0.2% 58
2013
Q4 		$220K Buy
+7,000
New +$208K 0.12% 73

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return