First Midwest Bank Trust Division’s Morgan Stanley MS Stock Holding History

First Midwest Bank Trust Division’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
2021 Q4	$696K	Sell	7,091 -42	-0.6%	-$4.18K	0.09%	213
2021 Q3	$695K	Buy	7,133 +3,332	+88%	+$330K	0.1%	204
2021 Q2	$348K	Sell	3,801 -330	-8%	-$28.3K	0.05%	310
2021 Q1	$321K	Sell	4,131 -160	-4%	-$12.3K	0.04%	314
2020 Q4	$294K	Sell	4,291 -3,058	-42%	-$175K	0.04%	306
2020 Q3	$356K	Sell	7,349 -30	-0.4%	-$1.51K	0.06%	273
2020 Q2	$357K	Sell	7,379 -9,505	-56%	-$399K	0.06%	271
2020 Q1	$574K	Sell	16,884 -228	-1%	-$10.7K	0.1%	194
2019 Q4	$875K	Sell	17,112 -774	-4%	-$36.6K	0.12%	185
2019 Q3	$763K	Sell	17,886 -685	-4%	-$29.3K	0.11%	197
2019 Q2	$814K	Sell	18,571 -4,500	-20%	-$201K	0.12%	202
2019 Q1	$974K	Buy	23,071 +3,157	+16%	+$133K	0.13%	175
2018 Q4	$790K	Sell	19,914 -10,038	-34%	-$438K	0.12%	183
2018 Q3	$1.4M	Sell	29,952 -7,676	-20%	-$375K	0.19%	132
2018 Q2	$1.78M	Sell	37,628 -11,917	-24%	-$623K	0.25%	110
2018 Q1	$2.67M	Sell	49,545 -1,242	-2%	-$68.7K	0.37%	70
2017 Q4	$2.67M	Sell	50,787 -12,470	-20%	-$631K	0.33%	78
2017 Q3	$3.05M	Sell	63,257 -1,359	-2%	-$63K	0.37%	72
2017 Q2	$2.88M	Buy	64,616 +330	+0.5%	+$14.2K	0.35%	71
2017 Q1	$2.75M	Buy	64,286 +19,809	+45%	+$879K	0.34%	72
2016 Q4	$1.88M	Buy	44,477 +37,060	+500%	+$1.4M	0.23%	132
2016 Q3	$238K	Buy	+7,417	New	+$221K	0.03%	416
2015 Q4	–	Sell	-89,902	Closed	-$2.83M	–	400
2015 Q3	$2.83M	Buy	89,902 +6,334	+8%	+$231K	0.49%	52
2015 Q2	$3.24M	Buy	83,568 +32,088	+62%	+$1.22M	0.52%	45
2015 Q1	$1.84M	Sell	51,480 -1,450	-3%	-$52K	0.28%	102
2014 Q4	$2.05M	Buy	+52,930	New	+$1.88M	0.32%	90

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Midwest Bank Trust Division's MS Position: Q4 2021 in Review

First Midwest Bank Trust Division reduced its Morgan Stanley (MS) stake by 0.59% in Q4 2021, selling an estimated $4.18K and leaving 7,091 shares worth $696K. The position accounts for 0.09% of the portfolio, ranked #213.

First Midwest Bank Trust Division first reported a position in MS in Q4 2014 and has held it in 26 quarters since. The position peaked at $3.24M in Q2 2015. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

First Midwest Bank Trust Division held 7,091 shares of Morgan Stanley worth $696K as of Q4 2021.
First Midwest Bank Trust Division sold 42 Morgan Stanley shares in Q4 2021, an estimated $4.18K.
Morgan Stanley made up 0.09% of First Midwest Bank Trust Division's portfolio in Q4 2021, its #213 holding.
First Midwest Bank Trust Division first reported a position in Morgan Stanley in Q4 2014 and has held it in 26 quarters since.
First Midwest Bank Trust Division's Morgan Stanley position peaked at $3.24M in Q2 2015.
1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on First Midwest Bank Trust Division's 13F filing for Q4 2021, filed 18 Jan 2022.