Eagle Asset Management’s Morgan Stanley MS Stock Holding History

Eagle 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
2024 Q3	$2.78M	Buy	21,442 +5,155	+32%	+$519K	0.01%	443
2024 Q2	$1.62M	Buy	16,287 +2,438	+18%	+$232K	0.01%	486
2024 Q1	$1.3M	Buy	13,849 +3,519	+34%	+$310K	0.01%	487
2023 Q4	$963K	Buy	10,330 +2,502	+32%	+$200K	0.01%	483
2023 Q3	$639K	Buy	7,828 +1,251	+19%	+$109K	﹤0.01%	488
2023 Q2	$562K	Buy	6,577 +2,783	+73%	+$238K	﹤0.01%	486
2023 Q1	$333K	Buy	+3,794	New	+$354K	﹤0.01%	519
2022 Q2	–	Sell	-42,090	Closed	-$3.68M	–	586
2022 Q1	$3.68M	Buy	42,090 +13,309	+46%	+$1.28M	0.02%	413
2021 Q4	$2.84M	Buy	+28,781	New	+$2.87M	0.01%	458
2018 Q2	–	Sell	-36,134	Closed	-$1.95M	–	646
2018 Q1	$1.95M	Buy	36,134 +76	+0.2%	+$4.21K	0.01%	533
2017 Q4	$1.95M	Buy	+36,058	New	+$1.82M	0.01%	546
2017 Q2	–	Sell	-4,902	Closed	-$210K	–	656
2017 Q1	$210K	Buy	+4,902	New	+$218K	﹤0.01%	641

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

Eagle Asset Management's MS Position: Q3 2024 in Review

Eagle Asset Management increased its Morgan Stanley (MS) stake by 32% in Q3 2024, buying an estimated $519K and bringing the position to 21,442 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #443.

Eagle Asset Management first reported a position in MS in Q1 2017 and has held it in 12 quarters since. The position peaked at $3.68M in Q1 2022. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Eagle Asset Management held 21,442 shares of Morgan Stanley worth $2.78M as of Q3 2024.
Eagle Asset Management bought 5,155 Morgan Stanley shares in Q3 2024, an estimated $519K.
Morgan Stanley made up 0.01% of Eagle Asset Management's portfolio in Q3 2024, its #443 holding.
Eagle Asset Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 12 quarters since.
Eagle Asset Management's Morgan Stanley position peaked at $3.68M in Q1 2022.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.