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Emory University’s Morgan Stanley MS Stock Holding History

Emory University’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
2019
Q3 		– Sell
-43,300
Closed -$1.9M – 36
2019
Q2 		$1.9M Sell
43,300
-2,664
-6% -$119K 1.34% 35
2019
Q1 		$1.94M Buy
45,964
+3,221
+8% +$136K 1.36% 35
2018
Q4 		$1.7M Sell
42,743
-1,988
-4% -$86.8K 1.34% 33
2018
Q3 		$2.08M Buy
44,731
+5,199
+13% +$254K 1.36% 37
2018
Q2 		$1.87M Buy
39,532
+1,066
+3% +$55.7K 1.24% 41
2018
Q1 		$2.08M Buy
38,466
+555
+1% +$30.7K 1.48% 34
2017
Q4 		$1.99M Buy
37,911
+2,094
+6% +$106K 1.71% 17
2017
Q3 		$1.73M Sell
35,817
-1,731
-5% -$80.3K 1.37% 28
2017
Q2 		$1.67M Buy
37,548
+1,766
+5% +$76.2K 1.48% 18
2017
Q1 		$1.53M Sell
35,782
-5,288
-13% -$235K 1.45% 40
2016
Q4 		$1.74M Buy
+41,070
New +$1.55M 1.71% 22
2014
Q1 		– Sell
-350
Closed -$10K – 91
2013
Q4 		$10K Hold
350
– – 0.01% 44
2013
Q3 		$9K Hold
350
– – 0.01% 49
2013
Q2 		$9K Buy
+350
New +$8.3K ﹤0.01% 50

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Emory University's MS Position: Q3 2019 in Review

Emory University sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 43,300 shares — an estimated $1.9M sold.

Emory University first reported a position in MS in Q2 2013 and held it in 14 quarters. The position peaked at $2.08M in Q3 2018. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Emory University reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Emory University sold 43,300 Morgan Stanley shares in Q3 2019, an estimated $1.9M.
  • Emory University first reported a position in Morgan Stanley in Q2 2013 and held it in 14 quarters.
  • Emory University's Morgan Stanley position peaked at $2.08M in Q3 2018.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Emory University's 13F filing for Q3 2019, filed 14 Nov 2019.