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Harvard Management Company’s Morgan Stanley MS Stock Holding History

Harvard Management Company’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
2016
Q2 		– Sell
-15,380
Closed -$385K – 94
2016
Q1 		$385K Sell
15,380
-66,620
-81% -$1.7M 0.03% 111
2015
Q4 		$2.61M Buy
82,000
+11,900
+17% +$395K 0.25% 65
2015
Q3 		$2.21M Buy
+70,100
New +$2.55M 0.17% 82

Other funds holding MS

Mitsubishi UFJ Financial Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harvard Management Company's MS Position: Q2 2016 in Review

Harvard Management Company sold out of Morgan Stanley (MS) in Q2 2016, closing a stake of 15,380 shares — an estimated $385K sold.

Harvard Management Company first reported a position in MS in Q3 2015 and held it in 3 quarters. The position peaked at $2.61M in Q4 2015. 746 funds tracked by Wall St. Rank hold MS as of Q2 2016.

  • Harvard Management Company reported no remaining Morgan Stanley position as of Q2 2016 after selling out during the quarter.
  • Harvard Management Company sold 15,380 Morgan Stanley shares in Q2 2016, an estimated $385K.
  • Harvard Management Company first reported a position in Morgan Stanley in Q3 2015 and held it in 3 quarters.
  • Harvard Management Company's Morgan Stanley position peaked at $2.61M in Q4 2015.
  • 746 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2016.

Based on Harvard Management Company's 13F filing for Q2 2016, filed 12 Aug 2016.