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Boston Financial Management’s Morgan Stanley MS Stock Holding History

Boston Financial 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
2024
Q4 		$1.03M Buy
8,203
+3,315
+68% +$408K 0.03% 192
2024
Q3 		$510K Sell
4,888
-59
-1% -$5.94K 0.02% 237
2024
Q2 		$481K Sell
4,947
-101
-2% -$9.61K 0.02% 242
2024
Q1 		$475K Sell
5,048
-467
-8% -$41.1K 0.02% 254
2023
Q4 		$514K Buy
5,515
+29
+0.5% +$2.32K 0.02% 238
2023
Q3 		$448K Buy
5,486
+14
+0.3% +$1.22K 0.02% 232
2023
Q2 		$467K Sell
5,472
-134
-2% -$11.5K 0.02% 239
2023
Q1 		$492K Sell
5,606
-317
-5% -$29.6K 0.02% 229
2022
Q4 		$504K Buy
5,923
+250
+4% +$21.3K 0.02% 223
2022
Q3 		$448K Buy
5,673
+479
+9% +$40.4K 0.02% 221
2022
Q2 		$395K Buy
5,194
+2,485
+92% +$204K 0.02% 226
2022
Q1 		$237K Buy
+2,709
New +$261K 0.01% 265

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Financial Management's MS Position: Q4 2024 in Review

Boston Financial Management increased its Morgan Stanley (MS) stake by 68% in Q4 2024, buying an estimated $408K and bringing the position to 8,203 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #192.

Boston Financial Management first reported a position in MS in Q1 2022 and has held it in 12 quarters since. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Boston Financial Management held 8,203 shares of Morgan Stanley worth $1.03M as of Q4 2024.
  • Boston Financial Management bought 3,315 Morgan Stanley shares in Q4 2024, an estimated $408K.
  • Morgan Stanley made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #192 holding.
  • Boston Financial Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 12 quarters since.
  • 2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.