BC
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Brookfield Corp’s Morgan Stanley MS Stock Holding History

Brookfield Corp’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
2023
Q3 		– Sell
-2,753
Closed -$235K – 376
2023
Q2 		$235K Sell
2,753
-13,165
-83% -$1.13M ﹤0.01% 565
2023
Q1 		$1.4M Buy
+15,918
New +$1.49M 0.01% 459
2021
Q4 		– Sell
-38,780
Closed -$3.77M – 705
2021
Q3 		$3.77M Sell
38,780
-103,949
-73% -$10.3M 0.02% 264
2021
Q2 		$13.1M Buy
142,729
+106,348
+292% +$9.12M 0.06% 108
2021
Q1 		$2.83M Sell
36,381
-43,104
-54% -$3.3M 0.01% 241
2020
Q4 		$5.45M Sell
79,485
-69,372
-47% -$3.98M 0.02% 140
2020
Q3 		$7.2M Buy
148,857
+74,351
+100% +$3.75M 0.04% 113
2020
Q2 		$3.6M Buy
+74,506
New +$3.13M 0.02% 170

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brookfield Corp's MS Position: Q3 2023 in Review

Brookfield Corp sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 2,753 shares — an estimated $235K sold.

Brookfield Corp first reported a position in MS in Q2 2020 and held it in 8 quarters. The position peaked at $13.1M in Q2 2021. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Brookfield Corp reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 2,753 Morgan Stanley shares in Q3 2023, an estimated $235K.
  • Brookfield Corp first reported a position in Morgan Stanley in Q2 2020 and held it in 8 quarters.
  • Brookfield Corp's Morgan Stanley position peaked at $13.1M in Q2 2021.
  • 1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.