Enlightenment Research’s Morgan Stanley MS Stock Holding History

Enlightenment Research’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
2022 Q3	–	Sell	-4,162	Closed	-$317K	–	135
2022 Q2	$317K	Sell	4,162 -8,543	-67%	-$700K	0.68%	56
2022 Q1	$1.11M	Buy	12,705 +8,794	+225%	+$848K	1.48%	15
2021 Q4	$384K	Sell	3,911 -17,857	-82%	-$1.78M	0.55%	52
2021 Q3	$2.12M	Buy	+21,768	New	+$2.16M	2.59%	3
2021 Q1	–	Sell	-15,100	Closed	-$1.03M	–	175
2020 Q4	$1.03M	Buy	+15,100	New	+$866K	1.46%	19
2020 Q3	–	Sell	-15,400	Closed	-$744K	–	105
2020 Q2	$744K	Buy	15,400 +4,708	+44%	+$198K	1.77%	14
2020 Q1	$481K	Buy	+10,692	New	+$504K	0.51%	44
2019 Q3	–	Sell	-18,800	Closed	-$824K	–	210
2019 Q2	$824K	Buy	+18,800	New	+$838K	0.42%	63

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enlightenment Research's MS Position: Q3 2022 in Review

Enlightenment Research sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 4,162 shares — an estimated $317K sold.

Enlightenment Research first reported a position in MS in Q2 2019 and held it in 8 quarters. The position peaked at $2.12M in Q3 2021. 1,583 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Enlightenment Research reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 4,162 Morgan Stanley shares in Q3 2022, an estimated $317K.
Enlightenment Research first reported a position in Morgan Stanley in Q2 2019 and held it in 8 quarters.
Enlightenment Research's Morgan Stanley position peaked at $2.12M in Q3 2021.
1,583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.