Desjardins Global Asset Management’s Morgan Stanley MS Stock Holding History

Desjardins Global Asset Management’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	$893K	Sell	9,576 -10,042	-51%	-$803K	0.1%	187
2023 Q3	$1.6M	Sell	19,618 -3,082	-14%	-$268K	0.17%	138
2023 Q2	$1.94M	Buy	22,700 +4,654	+26%	+$398K	0.22%	97
2023 Q1	$1.58M	Buy	18,046 +1,631	+10%	+$152K	0.2%	104
2022 Q4	$1.4M	Sell	16,415 -7,683	-32%	-$655K	0.22%	102
2022 Q3	$1.9M	Sell	24,098 -4,419	-15%	-$372K	0.24%	83
2022 Q2	$2.17M	Sell	28,517 -21,579	-43%	-$1.77M	0.28%	77
2022 Q1	$4.38M	Sell	50,096 -58,707	-54%	-$5.66M	0.38%	52
2021 Q4	$10.7M	Buy	+108,803	New	+$10.8M	0.91%	16

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

Desjardins Global Asset Management's MS Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Morgan Stanley (MS) stake by 51% in Q4 2023, selling an estimated $803K and leaving 9,576 shares worth $893K. The position accounts for 0.1% of the portfolio, ranked #187.

Desjardins Global Asset Management first reported a position in MS in Q4 2021 and has held it in 9 quarters since. The position peaked at $10.7M in Q4 2021. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Desjardins Global Asset Management held 9,576 shares of Morgan Stanley worth $893K as of Q4 2023.
Desjardins Global Asset Management sold 10,042 Morgan Stanley shares in Q4 2023, an estimated $803K.
Morgan Stanley made up 0.1% of Desjardins Global Asset Management's portfolio in Q4 2023, its #187 holding.
Desjardins Global Asset Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Morgan Stanley position peaked at $10.7M in Q4 2021.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.