First Pacific Advisors’s Morgan Stanley MS Stock Holding History

First Pacific Advisors’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	–	Sell	-4,160	Closed	-$364K	–	202
2022 Q1	$364K	Hold	4,160	–	–	﹤0.01%	149
2021 Q4	$408K	Buy	+4,160	New	+$414K	0.01%	138
2020 Q1	–	Sell	-8,550	Closed	-$437K	–	142
2019 Q4	$437K	Hold	8,550	–	–	﹤0.01%	109
2019 Q3	$365K	Sell	8,550 -4,000	-32%	-$171K	﹤0.01%	118
2019 Q2	$550K	Hold	12,550	–	–	﹤0.01%	102
2019 Q1	$530K	Sell	12,550 -4,000	-24%	-$168K	﹤0.01%	110
2018 Q4	$656K	Buy	16,550 +8,400	+103%	+$367K	0.01%	97
2018 Q3	$380K	Sell	8,150 -3,250	-29%	-$159K	﹤0.01%	128
2018 Q2	$540K	Sell	11,400 -10,300	-47%	-$538K	﹤0.01%	114
2018 Q1	$1.17M	Hold	21,700	–	–	0.01%	94
2017 Q4	$1.14M	Buy	+21,700	New	+$1.1M	0.01%	93

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

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

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

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

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

First Pacific Advisors's MS Position: Q2 2022 in Review

First Pacific Advisors sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 4,160 shares — an estimated $364K sold.

First Pacific Advisors first reported a position in MS in Q4 2017 and held it in 11 quarters. The position peaked at $1.17M in Q1 2018. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

First Pacific Advisors reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
First Pacific Advisors sold 4,160 Morgan Stanley shares in Q2 2022, an estimated $364K.
First Pacific Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 11 quarters.
First Pacific Advisors's Morgan Stanley position peaked at $1.17M in Q1 2018.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on First Pacific Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.