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Gofen & Glossberg’s Morgan Stanley MS Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$1.03M Buy
12,097
+2,440
+25% +$208K 0.03% 240
2022
Q3 		$763K Buy
9,657
+608
+7% +$51.2K 0.02% 258
2022
Q2 		$688K Buy
9,049
+1,274
+16% +$104K 0.02% 271
2022
Q1 		$680K Buy
7,775
+389
+5% +$37.5K 0.02% 295
2021
Q4 		$725K Sell
7,386
-255
-3% -$25.4K 0.02% 291
2021
Q3 		$744K Buy
7,641
+283
+4% +$28K 0.02% 280
2021
Q2 		$675K Buy
7,358
+530
+8% +$45.4K 0.02% 291
2021
Q1 		$530K Buy
6,828
+3,723
+120% +$285K 0.01% 322
2020
Q4 		$213K Buy
+3,105
New +$178K 0.01% 472

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Gofen & Glossberg's MS Position: Q4 2022 in Review

Gofen & Glossberg increased its Morgan Stanley (MS) stake by 25% in Q4 2022, buying an estimated $208K and bringing the position to 12,097 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #240.

Gofen & Glossberg first reported a position in MS in Q4 2020 and has held it in 9 quarters since. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Gofen & Glossberg held 12,097 shares of Morgan Stanley worth $1.03M as of Q4 2022.
  • Gofen & Glossberg bought 2,440 Morgan Stanley shares in Q4 2022, an estimated $208K.
  • Morgan Stanley made up 0.03% of Gofen & Glossberg's portfolio in Q4 2022, its #240 holding.
  • Gofen & Glossberg first reported a position in Morgan Stanley in Q4 2020 and has held it in 9 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.