Charles D. Hyman’s Morgan Stanley MS Stock Holding History

Charles D. Hyman’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 Q2	$699K	Hold	7,188	–	–	0.04%	144
2024 Q1	$677K	Hold	7,188	–	–	0.04%	147
2023 Q4	$670K	Hold	7,188	–	–	0.04%	144
2023 Q3	$587K	Buy	7,188 +31	+0.4%	+$2.69K	0.04%	144
2023 Q2	$611K	Sell	7,157 -15	-0.2%	-$1.28K	0.04%	146
2023 Q1	$630K	Buy	7,172 +93	+1%	+$8.68K	0.04%	142
2022 Q4	$602K	Hold	7,079	–	–	0.04%	141
2022 Q3	$559K	Buy	7,079 +104	+1%	+$8.77K	0.04%	138
2022 Q2	$531K	Hold	6,975	–	–	0.04%	142
2022 Q1	$610K	Buy	6,975 +4,438	+175%	+$428K	0.04%	148
2021 Q4	$249K	Sell	2,537 -200	-7%	-$19.9K	0.02%	224
2021 Q3	$266K	Hold	2,737	–	–	0.02%	210
2021 Q2	$251K	Sell	2,737 -282	-9%	-$24.2K	0.02%	218
2021 Q1	$234K	Buy	+3,019	New	+$231K	0.02%	219

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles D. Hyman's MS Position: Q2 2024 in Review

Charles D. Hyman held its Morgan Stanley (MS) position steady in Q2 2024 at 7,188 shares worth $699K. The position accounts for 0.04% of the portfolio, ranked #144.

Charles D. Hyman first reported a position in MS in Q1 2021 and has held it in 14 quarters since. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

Charles D. Hyman held 7,188 shares of Morgan Stanley worth $699K as of Q2 2024.
Charles D. Hyman left its Morgan Stanley share count unchanged in Q2 2024.
Morgan Stanley made up 0.04% of Charles D. Hyman's portfolio in Q2 2024, its #144 holding.
Charles D. Hyman first reported a position in Morgan Stanley in Q1 2021 and has held it in 14 quarters since.
1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.