Clal Insurance’s Morgan Stanley MS Stock Holding History

Clal Insurance’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 Q1	–	Sell	-709,000	Closed	-$69.6M	–	209
2021 Q4	$69.6M	Sell	709,000 -2,500	-0.4%	-$249K	0.75%	43
2021 Q3	$69.2M	Buy	711,500 +2,500	+0.4%	+$248K	0.79%	46
2021 Q2	$65M	Sell	709,000 -3,500	-0.5%	-$300K	0.74%	53
2021 Q1	$55.3M	Buy	712,500 +132,500	+23%	+$10.2M	0.64%	61
2020 Q4	$37.1M	Buy	580,000 +570,000	+5,700%	+$32.7M	0.5%	66
2020 Q3	$483K	Hold	10,000	–	–	0.01%	122
2020 Q2	$483K	Buy	+10,000	New	+$420K	0.01%	118

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clal Insurance's MS Position: Q1 2022 in Review

Clal Insurance sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 709,000 shares — an estimated $69.6M sold.

Clal Insurance first reported a position in MS in Q2 2020 and held it in 7 quarters. The position peaked at $69.6M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Clal Insurance reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Clal Insurance sold 709,000 Morgan Stanley shares in Q1 2022, an estimated $69.6M.
Clal Insurance first reported a position in Morgan Stanley in Q2 2020 and held it in 7 quarters.
Clal Insurance's Morgan Stanley position peaked at $69.6M in Q4 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Clal Insurance's 13F filing for Q1 2022, filed 12 May 2022.