Dodge & Cox
MS icon

Dodge & Cox’s Morgan Stanley MS Stock Holding History

Dodge & Cox’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
2020
Q1 		– Sell
-4,000
Closed -$204K – 182
2019
Q4 		$204K Buy
+4,000
New +$189K ﹤0.01% 183
2017
Q3 		– Sell
-4,500
Closed -$201K – 181
2017
Q2 		$201K Buy
+4,500
New +$194K ﹤0.01% 179
2017
Q1 		– Sell
-5,500
Closed -$232K – 181
2016
Q4 		$232K Sell
5,500
-800
-13% -$30.3K ﹤0.01% 178
2016
Q3 		$202K Buy
+6,300
New +$188K ﹤0.01% 175
2016
Q1 		– Sell
-13,620
Closed -$433K – 193
2015
Q4 		$433K Hold
13,620
– – ﹤0.01% 156
2015
Q3 		$429K Hold
13,620
– – ﹤0.01% 153
2015
Q2 		$528K Hold
13,620
– – ﹤0.01% 143
2015
Q1 		$486K Sell
13,620
-1,950
-13% -$70K ﹤0.01% 151
2014
Q4 		$604K Buy
15,570
+590
+4% +$21K ﹤0.01% 147
2014
Q3 		$518K Buy
+14,980
New +$499K ﹤0.01% 152

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return