CNA Financial’s Morgan Stanley MS Stock Holding History

CNA Financial’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 Q2	–	Sell	-70,000	Closed	-$6.12M	–	185
2022 Q1	$6.12M	Buy	+70,000	New	+$6.75M	1.9%	15
2020 Q2	–	Sell	-29,921	Closed	-$1.02M	–	200
2020 Q1	$1.02M	Hold	29,921	–	–	0.43%	36
2019 Q4	$1.53M	Sell	29,921 -19,813	-40%	-$938K	0.41%	76
2019 Q3	$2.12M	Hold	49,734	–	–	0.47%	74
2019 Q2	$2.18M	Hold	49,734	–	–	0.45%	74
2019 Q1	$2.1M	Hold	49,734	–	–	0.45%	77
2018 Q4	$1.97M	Hold	49,734	–	–	0.43%	73
2018 Q3	$2.32M	Hold	49,734	–	–	0.48%	72
2018 Q2	$2.36M	Hold	49,734	–	–	0.52%	63
2018 Q1	$2.68M	Sell	49,734 -5,352	-10%	-$296K	0.57%	54
2017 Q4	$2.89M	Sell	55,086 -7,937	-13%	-$401K	0.7%	44
2017 Q3	$3.04M	Hold	63,023	–	–	0.77%	37
2017 Q2	$2.81M	Sell	63,023 -9,777	-13%	-$422K	0.66%	44
2017 Q1	$3.12M	Hold	72,800	–	–	0.69%	35
2016 Q4	$3.08M	Sell	72,800 -13,900	-16%	-$526K	0.69%	36
2016 Q3	$2.78M	Hold	86,700	–	–	0.64%	40
2016 Q2	$2.25M	Hold	86,700	–	–	0.56%	47
2016 Q1	$2.17M	Buy	86,700 +24,400	+39%	+$623K	0.58%	51
2015 Q4	$1.98M	Hold	62,300	–	–	0.53%	54
2015 Q3	$1.96M	Hold	62,300	–	–	0.49%	59
2015 Q2	$2.42M	Hold	62,300	–	–	0.55%	55
2015 Q1	$2.22M	Hold	62,300	–	–	0.52%	59
2014 Q4	$2.42M	Sell	62,300 -21,275	-25%	-$757K	0.56%	55
2014 Q3	$2.89M	Hold	83,575	–	–	0.55%	51
2014 Q2	$2.7M	Buy	83,575 +14,350	+21%	+$442K	0.49%	57
2014 Q1	$2.16M	Sell	69,225 -3,325	-5%	-$103K	0.43%	69
2013 Q4	$2.27M	Hold	72,550	–	–	0.44%	66
2013 Q3	$1.96M	Sell	72,550 -10,400	-13%	-$279K	0.39%	72
2013 Q2	$2.03M	Buy	+82,950	New	+$1.97M	0.43%	65

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CNA Financial's MS Position: Q2 2022 in Review

CNA Financial sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 70,000 shares — an estimated $6.12M sold.

CNA Financial first reported a position in MS in Q2 2013 and held it in 29 quarters. The position peaked at $6.12M in Q1 2022. 1,604 funds tracked by Wall St. Rank hold MS as of Q2 2022.

CNA Financial reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
CNA Financial sold 70,000 Morgan Stanley shares in Q2 2022, an estimated $6.12M.
CNA Financial first reported a position in Morgan Stanley in Q2 2013 and held it in 29 quarters.
CNA Financial's Morgan Stanley position peaked at $6.12M in Q1 2022.
1,604 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on CNA Financial's 13F filing for Q2 2022, filed 9 Aug 2022.