Coronation Fund Managers’s Morgan Stanley MS Stock Holding History

Coronation Fund Managers’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 Q4	–	Sell	-63,690	Closed	-$5.2M	–	177
2023 Q3	$5.2M	Sell	63,690 -3,952	-6%	-$343K	0.16%	110
2023 Q2	$5.78M	Sell	67,642 -3,871	-5%	-$331K	0.16%	105
2023 Q1	$6.28M	Sell	71,513 -16,426	-19%	-$1.53M	0.17%	108
2022 Q4	$7.48M	Buy	+87,939	New	+$7.49M	0.21%	94
2020 Q3	–	Sell	-113,340	Closed	-$5.47M	–	71
2020 Q2	$5.47M	Sell	113,340 -102,267	-47%	-$4.29M	0.21%	43
2020 Q1	$7.33M	Buy	215,607 +15,086	+8%	+$711K	0.35%	36
2019 Q4	$10.3M	Buy	200,521 +15,456	+8%	+$732K	0.35%	48
2019 Q3	$7.9M	Buy	185,065 +56,028	+43%	+$2.39M	0.29%	51
2019 Q2	$5.65M	Sell	129,037 -1,987	-2%	-$88.6K	0.21%	63
2019 Q1	$5.53M	Buy	131,024 +66,439	+103%	+$2.8M	0.2%	70
2018 Q4	$2.56M	Buy	+64,585	New	+$2.82M	0.12%	56

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

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

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

Coronation Fund Managers's MS Position: Q4 2023 in Review

Coronation Fund Managers sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 63,690 shares — an estimated $5.2M sold.

Coronation Fund Managers first reported a position in MS in Q4 2018 and held it in 11 quarters. The position peaked at $10.3M in Q4 2019. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Coronation Fund Managers reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Coronation Fund Managers sold 63,690 Morgan Stanley shares in Q4 2023, an estimated $5.2M.
Coronation Fund Managers first reported a position in Morgan Stanley in Q4 2018 and held it in 11 quarters.
Coronation Fund Managers's Morgan Stanley position peaked at $10.3M in Q4 2019.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Coronation Fund Managers's 13F filing for Q4 2023, filed 9 Feb 2024.