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Eudaimonia Partners’s Morgan Stanley MS Stock Holding History

Eudaimonia Partners’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
Q1 		$346K Buy
3,677
+24
+0.7% +$2.11K 0.08% 185
2023
Q4 		$341K Sell
3,653
-285
-7% -$22.8K 0.09% 173
2023
Q3 		$322K Buy
3,938
+18
+0.5% +$1.56K 0.08% 224
2023
Q2 		$335K Sell
3,920
-476
-11% -$40.7K 0.08% 238
2023
Q1 		$386K Buy
4,396
+1
+0% +$93 0.09% 219
2022
Q4 		$374K Buy
4,395
+3
+0.1% +$256 0.09% 216
2022
Q3 		$347K Sell
4,392
-6,402
-59% -$540K 0.09% 212
2022
Q2 		$821K Buy
10,794
+1,811
+20% +$148K 0.15% 155
2022
Q1 		$785K Buy
+8,983
New +$867K 0.13% 181
2021
Q3 		$799K Buy
8,208
+33
+0.4% +$3.27K 0.14% 171
2021
Q2 		$750K Buy
8,175
+3,006
+58% +$258K 0.14% 172
2021
Q1 		$402K Buy
5,169
+683
+15% +$52.3K 0.08% 229
2020
Q4 		$307K Buy
4,486
+2
+0% +$115 0.07% 252
2020
Q3 		$217K Buy
4,484
+366
+9% +$18.4K 0.06% 273
2020
Q2 		$199K Buy
4,118
+92
+2% +$3.86K 0.08% 236
2020
Q1 		$137K Hold
4,026
– – 0.06% 267
2019
Q4 		$206K Buy
+4,026
New +$191K 0.08% 231

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eudaimonia Partners's MS Position: Q1 2024 in Review

Eudaimonia Partners increased its Morgan Stanley (MS) stake by 0.66% in Q1 2024, buying an estimated $2.11K and bringing the position to 3,677 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #185.

Eudaimonia Partners first reported a position in MS in Q4 2019 and has held it in 17 quarters since. The position peaked at $821K in Q2 2022. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Eudaimonia Partners held 3,677 shares of Morgan Stanley worth $346K as of Q1 2024.
  • Eudaimonia Partners bought 24 Morgan Stanley shares in Q1 2024, an estimated $2.11K.
  • Morgan Stanley made up 0.08% of Eudaimonia Partners's portfolio in Q1 2024, its #185 holding.
  • Eudaimonia Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's Morgan Stanley position peaked at $821K in Q2 2022.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.