GIA
MS icon

Granite Investment Advisors’s Morgan Stanley MS Stock Holding History

Granite Investment Advisors’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
2021
Q3 		$15.7M Sell
161,119
-3,506
-2% -$347K 2.54% 5
2021
Q2 		$15.1M Buy
164,625
+504
+0.3% +$43.2K 2.36% 5
2021
Q1 		$12.7M Buy
164,121
+9,766
+6% +$748K 2.13% 6
2020
Q4 		$10.6M Buy
154,355
+1,598
+1% +$91.7K 1.88% 7
2020
Q3 		$7.39M Buy
152,757
+39,702
+35% +$2M 1.44% 17
2020
Q2 		$5.46M Buy
113,055
+3,426
+3% +$144K 1.18% 26
2020
Q1 		$3.73M Buy
109,629
+103,375
+1,653% +$4.87M 0.93% 37
2019
Q4 		$320K Hold
6,254
– – 0.06% 140
2019
Q3 		$267K Hold
6,254
– – 0.05% 153
2019
Q2 		$274K Buy
+6,254
New +$279K 0.05% 148
2018
Q2 		– Sell
-4,029
Closed -$217K – 169
2018
Q1 		$217K Hold
4,029
– – 0.04% 167
2017
Q4 		$211K Buy
+4,029
New +$204K 0.04% 174

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Granite Investment Advisors's MS Position: Q3 2021 in Review

Granite Investment Advisors reduced its Morgan Stanley (MS) stake by 2.1% in Q3 2021, selling an estimated $347K and leaving 161,119 shares worth $15.7M. The position accounts for 2.54% of the portfolio, ranked #5.

Granite Investment Advisors first reported a position in MS in Q4 2017 and has held it in 12 quarters since. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Granite Investment Advisors held 161,119 shares of Morgan Stanley worth $15.7M as of Q3 2021.
  • Granite Investment Advisors sold 3,506 Morgan Stanley shares in Q3 2021, an estimated $347K.
  • Morgan Stanley made up 2.54% of Granite Investment Advisors's portfolio in Q3 2021, its #5 holding.
  • Granite Investment Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 12 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.