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 – 378
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 – 707
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

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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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return