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Girard Partners’s Morgan Stanley MS Stock Holding History

Girard Partners’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
2024
Q2 		$260K Buy
2,677
+232
+9% +$22.1K 0.02% 234
2024
Q1 		$230K Sell
2,445
-243
-9% -$21.4K 0.02% 245
2023
Q4 		$251K Sell
2,688
-134
-5% -$10.7K 0.03% 227
2023
Q3 		$231K Buy
2,822
+10
+0.4% +$868 0.03% 224
2023
Q2 		$240K Sell
2,812
-621
-18% -$53.1K 0.03% 226
2023
Q1 		$301K Buy
3,433
+185
+6% +$17.3K 0.03% 209
2022
Q4 		$276K Buy
+3,248
New +$277K 0.03% 228
2022
Q1 		– Sell
-2,058
Closed -$202K – 254
2021
Q4 		$202K Buy
+2,058
New +$205K 0.02% 228
2018
Q4 		– Sell
-2,484
Closed -$115K – 580
2018
Q3 		$115K Buy
+2,484
New +$121K 0.02% 306
2018
Q1 		– Sell
-4,084
Closed -$214K – 281
2017
Q4 		$214K Buy
+4,084
New +$207K 0.04% 254
2014
Q2 		– Sell
-6,615
Closed -$206K – 141
2014
Q1 		$206K Hold
6,615
– – 0.15% 133
2013
Q4 		$207K Buy
+6,615
New +$197K 0.16% 120

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Girard Partners's MS Position: Q2 2024 in Review

Girard Partners increased its Morgan Stanley (MS) stake by 9.5% in Q2 2024, buying an estimated $22.1K and bringing the position to 2,677 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #234.

Girard Partners first reported a position in MS in Q4 2013 and has held it in 12 quarters since. The position peaked at $301K in Q1 2023. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Girard Partners held 2,677 shares of Morgan Stanley worth $260K as of Q2 2024.
  • Girard Partners bought 232 Morgan Stanley shares in Q2 2024, an estimated $22.1K.
  • Morgan Stanley made up 0.02% of Girard Partners's portfolio in Q2 2024, its #234 holding.
  • Girard Partners first reported a position in Morgan Stanley in Q4 2013 and has held it in 12 quarters since.
  • Girard Partners's Morgan Stanley position peaked at $301K in Q1 2023.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.