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Boys Arnold & Co’s Morgan Stanley MS Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-10,081
Closed -$343K – 143
2020
Q1 		$343K Sell
10,081
-300
-3% -$14.1K 0.06% 195
2019
Q4 		$531K Sell
10,381
-150
-1% -$7.1K 0.07% 192
2019
Q3 		$451K Sell
10,531
-4,050
-28% -$173K 0.07% 206
2019
Q2 		$639K Sell
14,581
-6
-0% -$268 0.09% 175
2019
Q1 		$616K Sell
14,587
-1,062
-7% -$44.7K 0.09% 178
2018
Q4 		$616K Sell
15,649
-1,593
-9% -$69.5K 0.1% 167
2018
Q3 		$804K Sell
17,242
-1,175
-6% -$57.4K 0.11% 164
2018
Q2 		$873K Sell
18,417
-1,542
-8% -$80.6K 0.13% 161
2018
Q1 		$1.09M Sell
19,959
-956
-5% -$52.9K 0.16% 140
2017
Q4 		$1.1M Sell
20,915
-350
-2% -$17.7K 0.16% 138
2017
Q3 		$1.02M Sell
21,265
-1,850
-8% -$85.8K 0.16% 138
2017
Q2 		$1.03M Buy
23,115
+25
+0.1% +$1.08K 0.13% 137
2017
Q1 		$989K Sell
23,090
-5,860
-20% -$260K 0.16% 138
2016
Q4 		$1.22M Sell
28,950
-3,620
-11% -$137K 0.2% 122
2016
Q3 		$1.04M Sell
32,570
-930
-3% -$27.7K 0.18% 134
2016
Q2 		$870K Buy
33,500
+8,035
+32% +$210K 0.15% 138
2016
Q1 		$637K Sell
25,465
-59,775
-70% -$1.53M 0.25% 90
2015
Q4 		$2.71M Buy
85,240
+38,130
+81% +$1.27M 0.3% 94
2015
Q3 		$1.48M Buy
47,110
+535
+1% +$19.5K 0.31% 98
2015
Q2 		$1.81M Sell
46,575
-365
-0.8% -$13.9K 0.35% 88
2015
Q1 		$1.68M Buy
46,940
+15,960
+52% +$573K 0.32% 90
2014
Q4 		$1.2M Buy
+30,980
New +$1.1M 0.23% 105

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boys Arnold & Co's MS Position: Q2 2020 in Review

Boys Arnold & Co sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 10,081 shares — an estimated $343K sold.

Boys Arnold & Co first reported a position in MS in Q4 2014 and held it in 22 quarters. The position peaked at $2.71M in Q4 2015. 1,103 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • Boys Arnold & Co reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 10,081 Morgan Stanley shares in Q2 2020, an estimated $343K.
  • Boys Arnold & Co first reported a position in Morgan Stanley in Q4 2014 and held it in 22 quarters.
  • Boys Arnold & Co's Morgan Stanley position peaked at $2.71M in Q4 2015.
  • 1,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.