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Burleson & Co’s Morgan Stanley MS Stock Holding History

Burleson & 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
2022
Q4 		$93.9K Buy
1,104
+4
+0.4% +$341 0.02% 154
2022
Q3 		$87K Sell
1,100
-197
-15% -$16.6K 0.02% 167
2022
Q2 		$99K Sell
1,297
-360
-22% -$29.5K 0.02% 157
2022
Q1 		$145K Buy
1,657
+328
+25% +$31.6K 0.02% 150
2021
Q4 		$130K Buy
1,329
+6
+0.5% +$598 0.02% 162
2021
Q3 		$129K Buy
1,323
+7
+0.5% +$694 0.02% 154
2021
Q2 		$121K Buy
1,316
+3
+0.2% +$257 0.02% 156
2021
Q1 		$102K Buy
+1,313
New +$101K 0.02% 154

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Burleson & Co's MS Position: Q4 2022 in Review

Burleson & Co increased its Morgan Stanley (MS) stake by 0.36% in Q4 2022, buying an estimated $341 and bringing the position to 1,104 shares worth $93.9K. The position accounts for 0.02% of the portfolio, ranked #154.

Burleson & Co first reported a position in MS in Q1 2021 and has held it in 8 quarters since. The position peaked at $145K in Q1 2022. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Burleson & Co held 1,104 shares of Morgan Stanley worth $93.9K as of Q4 2022.
  • Burleson & Co bought 4 Morgan Stanley shares in Q4 2022, an estimated $341.
  • Morgan Stanley made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #154 holding.
  • Burleson & Co first reported a position in Morgan Stanley in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Morgan Stanley position peaked at $145K in Q1 2022.
  • 1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.