DILH
MS icon

Dai-ichi Life Holdings’s Morgan Stanley MS Stock Holding History

Dai-ichi Life Holdings’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
2016
Q4 		– Sell
-90,395
Closed -$2.9M – 300
2016
Q3 		$2.9M Sell
90,395
-47,758
-35% -$1.42M 0.09% 242
2016
Q2 		$3.59M Sell
138,153
-92,312
-40% -$2.41M 0.11% 210
2016
Q1 		$5.76M Buy
230,465
+47,247
+26% +$1.21M 0.17% 132
2015
Q4 		$5.83M Sell
183,218
-2,875
-2% -$95.5K 0.18% 129
2015
Q3 		$5.86M Sell
186,093
-33,331
-15% -$1.21M 0.18% 121
2015
Q2 		$8.51M Sell
219,424
-11,741
-5% -$447K 0.25% 82
2015
Q1 		$8.25M Buy
231,165
+38,741
+20% +$1.39M 0.23% 89
2014
Q4 		$7.47M Sell
192,424
-4,445
-2% -$158K 0.22% 102
2014
Q3 		$6.81M Hold
196,869
– – 0.2% 108
2014
Q2 		$6.37M Sell
196,869
-74,980
-28% -$2.31M 0.2% 113
2014
Q1 		$8.47M Sell
271,849
-11,483
-4% -$355K 0.27% 87
2013
Q4 		$8.88M Sell
283,332
-2,007
-0.7% -$59.7K 0.27% 85
2013
Q3 		$7.69M Buy
285,339
+65,525
+30% +$1.76M 0.27% 86
2013
Q2 		$5.37M Buy
+219,814
New +$5.21M 0.19% 115

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dai-ichi Life Holdings's MS Position: Q4 2016 in Review

Dai-ichi Life Holdings sold out of Morgan Stanley (MS) in Q4 2016, closing a stake of 90,395 shares — an estimated $2.9M sold.

Dai-ichi Life Holdings first reported a position in MS in Q2 2013 and held it in 14 quarters. The position peaked at $8.88M in Q4 2013. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • Dai-ichi Life Holdings reported no remaining Morgan Stanley position as of Q4 2016 after selling out during the quarter.
  • Dai-ichi Life Holdings sold 90,395 Morgan Stanley shares in Q4 2016, an estimated $2.9M.
  • Dai-ichi Life Holdings first reported a position in Morgan Stanley in Q2 2013 and held it in 14 quarters.
  • Dai-ichi Life Holdings's Morgan Stanley position peaked at $8.88M in Q4 2013.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on Dai-ichi Life Holdings's 13F filing for Q4 2016, filed 14 Feb 2017.