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Guardian Life Insurance’s Morgan Stanley MS Stock Holding History

Guardian Life Insurance’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
2020
Q1 		– Sell
-3,623
Closed -$185K – 312
2019
Q4 		$185K Sell
3,623
-54
-1% -$2.56K 0.04% 107
2019
Q3 		$157K Sell
3,677
-78
-2% -$3.33K 0.02% 126
2019
Q2 		$165K Hold
3,755
– – 0.02% 119
2019
Q1 		$158K Hold
3,755
– – 0.02% 121
2018
Q4 		$149K Hold
3,755
– – 0.03% 111
2018
Q3 		$175K Sell
3,755
-15
-0.4% -$732 0.03% 108
2018
Q2 		$179K Buy
3,770
+566
+18% +$29.6K 0.03% 92
2018
Q1 		$173K Sell
3,204
-1,381
-30% -$76.4K 0.03% 86
2017
Q4 		$241K Buy
4,585
+1,358
+42% +$68.7K 0.05% 89
2017
Q3 		$155K Buy
3,227
+8
+0.2% +$371 0.02% 93
2017
Q2 		$143K Sell
3,219
-2,332
-42% -$101K 0.02% 95
2017
Q1 		$238K Buy
5,551
+25
+0.5% +$1.11K 0.03% 98
2016
Q4 		$233K Sell
5,526
-125
-2% -$4.73K 0.03% 105
2016
Q3 		$181K Sell
5,651
-78
-1% -$2.33K 0.02% 150
2016
Q2 		$149K Buy
5,729
+143
+3% +$3.74K 0.01% 197
2016
Q1 		$140K Sell
5,586
-1,586
-22% -$40.5K 0.01% 195
2015
Q4 		$228K Sell
7,172
-1,742
-20% -$57.9K 0.02% 160
2015
Q3 		$281K Buy
8,914
+2,171
+32% +$79K 0.03% 158
2015
Q2 		$262K Hold
6,743
– – 0.02% 144
2015
Q1 		$241K Sell
6,743
-1,967
-23% -$70.6K 0.02% 161
2014
Q4 		$338K Hold
8,710
– – 0.03% 156
2014
Q3 		$301K Buy
8,710
+753
+9% +$25.1K 0.03% 155
2014
Q2 		$257K Buy
7,957
+157
+2% +$4.84K 0.02% 166
2014
Q1 		$243K Sell
7,800
-47
-0.6% -$1.45K 0.02% 174
2013
Q4 		$246K Sell
7,847
-8,734
-53% -$260K 0.02% 171
2013
Q3 		$447K Buy
16,581
+49
+0.3% +$1.31K 0.04% 173
2013
Q2 		$404K Buy
+16,532
New +$392K 0.04% 181

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Life Insurance's MS Position: Q1 2020 in Review

Guardian Life Insurance sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 3,623 shares — an estimated $185K sold.

Guardian Life Insurance first reported a position in MS in Q2 2013 and held it in 27 quarters. The position peaked at $447K in Q3 2013. 1,033 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Guardian Life Insurance reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 3,623 Morgan Stanley shares in Q1 2020, an estimated $185K.
  • Guardian Life Insurance first reported a position in Morgan Stanley in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Morgan Stanley position peaked at $447K in Q3 2013.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.