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Foresters Investment Management’s Morgan Stanley MS Stock Holding History

Foresters 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
2019
Q3 		$15.2M Sell
357,180
-67,750
-16% -$2.9M 0.3% 111
2019
Q2 		$18.6M Hold
424,930
– – 0.33% 101
2019
Q1 		$17.9M Sell
424,930
-71,000
-14% -$2.99M 0.31% 107
2018
Q4 		$19.7M Buy
495,930
+40,900
+9% +$1.78M 0.37% 88
2018
Q3 		$21.2M Buy
455,030
+209,300
+85% +$10.2M 0.34% 101
2018
Q2 		$11.6M Buy
245,730
+136,100
+124% +$7.11M 0.2% 167
2018
Q1 		$5.92M Buy
109,630
+21,000
+24% +$1.16M 0.1% 233
2017
Q4 		$4.65M Hold
88,630
– – 0.07% 268
2017
Q3 		$4.27M Hold
88,630
– – 0.07% 265
2017
Q2 		$3.95M Hold
88,630
– – 0.07% 266
2017
Q1 		$3.8M Hold
88,630
– – 0.07% 257
2016
Q4 		$3.82M Hold
88,630
– – 0.07% 252
2016
Q3 		$2.84M Hold
88,630
– – 0.05% 271
2016
Q2 		$2.3M Buy
88,630
+1,600
+2% +$41.8K 0.04% 285
2016
Q1 		$2.18M Hold
87,030
– – 0.04% 268
2015
Q4 		$2.77M Hold
87,030
– – 0.06% 259
2015
Q3 		$2.74M Sell
87,030
-200
-0.2% -$7.28K 0.06% 261
2015
Q2 		$3.38M Hold
87,230
– – 0.06% 255
2015
Q1 		$3.11M Buy
87,230
+1,330
+2% +$47.7K 0.06% 252
2014
Q4 		$3.33M Sell
85,900
-66,700
-44% -$2.37M 0.07% 243
2014
Q3 		$5.28M Hold
152,600
– – 0.11% 194
2014
Q2 		$4.93M Hold
152,600
– – 0.1% 206
2014
Q1 		$4.76M Buy
152,600
+1,900
+1% +$58.7K 0.1% 203
2013
Q4 		$4.73M Hold
150,700
– – 0.1% 197
2013
Q3 		$4.06M Hold
150,700
– – 0.1% 198
2013
Q2 		$3.68M Buy
+150,700
New +$3.57M 0.11% 169

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foresters Investment Management's MS Position: Q3 2019 in Review

Foresters Investment Management reduced its Morgan Stanley (MS) stake by 16% in Q3 2019, selling an estimated $2.9M and leaving 357,180 shares worth $15.2M. The position accounts for 0.3% of the portfolio, ranked #111.

Foresters Investment Management first reported a position in MS in Q2 2013 and has held it in 26 quarters since. The position peaked at $21.2M in Q3 2018. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Foresters Investment Management held 357,180 shares of Morgan Stanley worth $15.2M as of Q3 2019.
  • Foresters Investment Management sold 67,750 Morgan Stanley shares in Q3 2019, an estimated $2.9M.
  • Morgan Stanley made up 0.3% of Foresters Investment Management's portfolio in Q3 2019, its #111 holding.
  • Foresters Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Morgan Stanley position peaked at $21.2M in Q3 2018.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.