ERN LLC’s Morgan Stanley MS Stock Holding History

ERN LLC’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 Q2	$380K	Buy	+5,000	New	+$410K	0.42%	53

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ERN LLC's MS Position: Q2 2022 in Review

ERN LLC opened a new position in Morgan Stanley (MS) in Q2 2022: 5,000 shares worth $380K. The stake represents 0.42% of the portfolio and ranks #53 among its holdings.

1,604 funds tracked by Wall St. Rank hold MS as of Q2 2022.

ERN LLC held 5,000 shares of Morgan Stanley worth $380K as of Q2 2022.
Morgan Stanley was a new ERN LLC position in Q2 2022.
Morgan Stanley made up 0.42% of ERN LLC's portfolio in Q2 2022, its #53 holding.
1,604 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on ERN LLC's 13F filing for Q2 2022, filed 13 Jul 2022.