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Foster Dykema Cabot & Co’s Morgan Stanley MS Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$406K Sell
4,968
-4,971
-50% -$432K 0.05% 57
2023
Q2 		$849K Buy
+9,939
New +$850K 0.1% 45

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foster Dykema Cabot & Co's MS Position: Q3 2023 in Review

Foster Dykema Cabot & Co reduced its Morgan Stanley (MS) stake by 50% in Q3 2023, selling an estimated $432K and leaving 4,968 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #57.

Foster Dykema Cabot & Co first reported a position in MS in Q2 2023 and has held it in 2 quarters since. The position peaked at $849K in Q2 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Foster Dykema Cabot & Co held 4,968 shares of Morgan Stanley worth $406K as of Q3 2023.
  • Foster Dykema Cabot & Co sold 4,971 Morgan Stanley shares in Q3 2023, an estimated $432K.
  • Morgan Stanley made up 0.05% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #57 holding.
  • Foster Dykema Cabot & Co first reported a position in Morgan Stanley in Q2 2023 and has held it in 2 quarters since.
  • Foster Dykema Cabot & Co's Morgan Stanley position peaked at $849K in Q2 2023.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.