Gates Foundation Trust
MS icon

Gates Foundation Trust’s Morgan Stanley MS Stock Holding History

Gates Foundation Trust’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
Q4 		– Sell
-27,880
Closed -$2.28M – 54
2023
Q3 		$2.28M Buy
+27,880
New +$2.42M 0.01% 57

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Wellington Management Group
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Geode Capital Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust's MS Position: Q4 2023 in Review

Gates Foundation Trust sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 27,880 shares — an estimated $2.28M sold.

Gates Foundation Trust first reported a position in MS in Q3 2023 and held it in 1 quarter. The position peaked at $2.28M in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Gates Foundation Trust reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Gates Foundation Trust sold 27,880 Morgan Stanley shares in Q4 2023, an estimated $2.28M.
  • Gates Foundation Trust first reported a position in Morgan Stanley in Q3 2023 and held it in 1 quarter.
  • Gates Foundation Trust's Morgan Stanley position peaked at $2.28M in Q3 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.