Davis Rea’s Morgan Stanley MS Stock Holding History

Davis Rea’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
2024 Q2	–	Sell	-40,300	Closed	-$3.79M	–	37
2024 Q1	$3.79M	Buy	+40,300	New	+$3.55M	1.73%	18

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

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

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

Davis Rea's MS Position: Q2 2024 in Review

Davis Rea sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 40,300 shares — an estimated $3.79M sold.

Davis Rea first reported a position in MS in Q1 2024 and held it in 1 quarter. The position peaked at $3.79M in Q1 2024. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

Davis Rea reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
Davis Rea sold 40,300 Morgan Stanley shares in Q2 2024, an estimated $3.79M.
Davis Rea first reported a position in Morgan Stanley in Q1 2024 and held it in 1 quarter.
Davis Rea's Morgan Stanley position peaked at $3.79M in Q1 2024.
1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Davis Rea's 13F filing for Q2 2024, filed 26 Jul 2024.