Cyrus J. Lawrence’s Morgan Stanley MS Stock Holding History

Cyrus J. Lawrence’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
2025 Q1	$505K	Sell	4,330 -66,368	-94%	-$8.55M	1.91%	25
2024 Q4	$8.89M	Sell	70,698 -411	-0.6%	-$50.6K	1.72%	24
2024 Q3	$7.41M	Sell	71,109 -925	-1%	-$93.2K	1.45%	34
2024 Q2	$7M	Buy	72,034 +47	+0.1%	+$4.47K	1.42%	33
2024 Q1	$6.78M	Buy	+71,987	New	+$6.34M	1.5%	35
2023 Q3	$5.86M	Buy	71,809 +604	+0.8%	+$52.4K	1.61%	32
2023 Q2	$6.08K	Buy	71,205 +349	+0.5%	+$29.8K	1.32%	31
2023 Q1	$6.22M	Sell	70,856 -316	-0.4%	-$29.5K	1.81%	31
2022 Q4	$6.05M	Sell	71,172 -455	-0.6%	-$38.8K	1.81%	32
2022 Q3	$5.66M	Sell	71,627 -1,100	-2%	-$92.7K	1.11%	31
2022 Q2	$5.53M	Sell	72,727 -35,846	-33%	-$2.94M	1.59%	31
2022 Q1	$9.49M	Buy	+108,573	New	+$10.5M	2.17%	16

Other funds holding MS

Mitsubishi UFJ Financial Group

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

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Fidelity Investments

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

Fisher Asset Management

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

Bank of America

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