D
MS icon

Diversified’s Morgan Stanley MS Stock Holding History

Diversified’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
Q3 		$286K Buy
2,740
+22
+0.8% +$2.22K 0.03% 184
2024
Q2 		$264K Buy
+2,718
New +$259K 0.03% 185
2021
Q1 		– Sell
-716
Closed -$35K – 241
2020
Q4 		$35K Buy
+716
New +$41.1K 0.03% 207

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $336B AUM 34.66% 1-Year Est. Return

Diversified's MS Position: Q3 2024 in Review

Diversified increased its Morgan Stanley (MS) stake by 0.81% in Q3 2024, buying an estimated $2.22K and bringing the position to 2,740 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #184.

Diversified first reported a position in MS in Q4 2020 and has held it in 3 quarters since. 1,868 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Diversified held 2,740 shares of Morgan Stanley worth $286K as of Q3 2024.
  • Diversified bought 22 Morgan Stanley shares in Q3 2024, an estimated $2.22K.
  • Morgan Stanley made up 0.03% of Diversified's portfolio in Q3 2024, its #184 holding.
  • Diversified first reported a position in Morgan Stanley in Q4 2020 and has held it in 3 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.