General Pension Society PZU Joint Stock’s Morgan Stanley MS Stock Holding History

General Pension Society PZU Joint Stock’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
2025 Q1	–	Sell	-77,869	Closed	-$9.79M	–	19
2024 Q4	$9.79M	Sell	77,869 -19,500	-20%	-$2.4M	3%	14
2024 Q3	$10.1M	Hold	97,369	–	–	2.94%	14
2024 Q2	$9.46M	Hold	97,369	–	–	2.64%	13
2024 Q1	$9.17M	Hold	97,369	–	–	2.57%	14
2023 Q4	$9.08M	Hold	97,369	–	–	2.9%	13
2023 Q3	$7.95M	Hold	97,369	–	–	2.84%	15
2023 Q2	$8.32M	Hold	97,369	–	–	2.93%	14
2023 Q1	$8.55M	Hold	97,369	–	–	3.23%	14
2022 Q4	$8.28M	Hold	97,369	–	–	3.61%	14
2022 Q3	$7.69M	Sell	97,369 -27,000	-22%	-$2.28M	3.79%	14
2022 Q2	$9.46M	Hold	124,369	–	–	4.23%	14
2022 Q1	$10.9M	Hold	124,369	–	–	3.77%	14
2021 Q4	$12.2M	Hold	124,369	–	–	3.8%	12
2021 Q3	$12.1M	Hold	124,369	–	–	3.86%	12
2021 Q2	$11.4M	Hold	124,369	–	–	3.51%	12
2021 Q1	$9.66M	Hold	124,369	–	–	3.2%	13
2020 Q4	$8.52M	Hold	124,369	–	–	2.82%	11
2020 Q3	$6.01M	Hold	124,369	–	–	2.52%	11
2020 Q2	$6.01M	Hold	124,369	–	–	2.77%	11
2020 Q1	$4.23M	Hold	124,369	–	–	2.52%	12
2019 Q4	$6.36M	Hold	124,369	–	–	2.6%	12
2019 Q3	$5.31M	Hold	124,369	–	–	2.28%	13
2019 Q2	$5.45M	Hold	124,369	–	–	2.23%	14
2019 Q1	$5.25M	Hold	124,369	–	–	2.05%	14
2018 Q4	$4.93M	Buy	124,369 +18,000	+17%	+$785K	2.28%	13
2018 Q3	$4.95M	Hold	106,369	–	–	2%	13
2018 Q2	$5.04M	Hold	106,369	–	–	2.07%	13
2018 Q1	$5.74M	Sell	106,369 -15,000	-12%	-$830K	2.68%	12
2017 Q4	$6.37M	Hold	121,369	–	–	2.89%	11
2017 Q3	$5.85M	Sell	121,369 -34,000	-22%	-$1.58M	2.8%	12
2017 Q2	$6.92M	Hold	155,369	–	–	3.45%	10
2017 Q1	$6.66M	Hold	155,369	–	–	3.36%	10
2016 Q4	$6.56M	Hold	155,369	–	–	3.45%	10
2016 Q3	$4.98M	Hold	155,369	–	–	2.73%	11
2016 Q2	$4.04M	Sell	155,369 -50,000	-24%	-$1.31M	3.12%	11
2016 Q1	$5.14M	Buy	205,369 +20,000	+11%	+$510K	3.62%	11
2015 Q4	$5.9M	Hold	185,369	–	–	4.45%	9
2015 Q3	$5.84M	Hold	185,369	–	–	4.84%	8
2015 Q2	$7.19M	Hold	185,369	–	–	5.69%	7
2015 Q1	$6.62M	Sell	185,369 -25,000	-12%	-$897K	5.14%	8
2014 Q4	$8.16M	Sell	210,369 -73,231	-26%	-$2.61M	5.05%	8
2014 Q3	$9.8M	Hold	283,600	–	–	4.41%	12
2014 Q2	$9.17M	Hold	283,600	–	–	3.89%	13
2014 Q1	$8.84M	Buy	283,600 +105,000	+59%	+$3.24M	3.95%	13
2013 Q4	$5.51M	Sell	178,600 -217,000	-55%	-$6.45M	3.64%	13
2013 Q3	$10.7M	Buy	+395,600	New	+$10.6M	3.82%	11

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

General Pension Society PZU Joint Stock's MS Position: Q1 2025 in Review

General Pension Society PZU Joint Stock sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 77,869 shares — an estimated $9.79M sold.

General Pension Society PZU Joint Stock first reported a position in MS in Q3 2013 and held it in 46 quarters. The position peaked at $12.2M in Q4 2021. 2,101 funds tracked by Wall St. Rank hold MS as of Q1 2025.

General Pension Society PZU Joint Stock reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
General Pension Society PZU Joint Stock sold 77,869 Morgan Stanley shares in Q1 2025, an estimated $9.79M.
General Pension Society PZU Joint Stock first reported a position in Morgan Stanley in Q3 2013 and held it in 46 quarters.
General Pension Society PZU Joint Stock's Morgan Stanley position peaked at $12.2M in Q4 2021.
2,101 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on General Pension Society PZU Joint Stock's 13F filing for Q1 2025, filed 9 Apr 2025.