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Fernwood Investment Management’s Morgan Stanley MS Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-350
Closed -$33K – 509
2024
Q1 		$33K Buy
+350
New +$30.8K 0.01% 388
2014
Q1 		– Sell
-19,750
Closed -$619K – 124
2013
Q4 		$619K Buy
+19,750
New +$587K 0.41% 66

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fernwood Investment Management's MS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 350 shares — an estimated $33K sold.

Fernwood Investment Management first reported a position in MS in Q4 2013 and held it in 2 quarters. The position peaked at $619K in Q4 2013. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Fernwood Investment Management reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 350 Morgan Stanley shares in Q2 2024, an estimated $33K.
  • Fernwood Investment Management first reported a position in Morgan Stanley in Q4 2013 and held it in 2 quarters.
  • Fernwood Investment Management's Morgan Stanley position peaked at $619K in Q4 2013.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.