HighTower Trust’s Morgan Stanley MS Stock Holding History

HighTower Trust’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
2023 Q1	$947K	Buy	10,519 +2,904	+38%	+$271K	0.09%	110
2022 Q4	$643K	Buy	7,615 +2,274	+43%	+$194K	0.06%	135
2022 Q3	$422K	Buy	+5,341	New	+$450K	0.05%	152
2021 Q1	–	Sell	-14,757	Closed	-$1.01M	–	101
2020 Q4	$1.01M	Sell	14,757 -299	-2%	-$17.2K	0.14%	69
2020 Q3	$728K	Sell	15,056 -2,080	-12%	-$105K	0.11%	73
2020 Q2	$828K	Buy	17,136 +1,760	+11%	+$73.9K	0.13%	72
2020 Q1	$523K	Buy	+15,376	New	+$724K	0.09%	84

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Trust's MS Position: Q1 2023 in Review

HighTower Trust increased its Morgan Stanley (MS) stake by 38% in Q1 2023, buying an estimated $271K and bringing the position to 10,519 shares worth $947K. The position accounts for 0.09% of the portfolio, ranked #110.

HighTower Trust first reported a position in MS in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2020. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2023.

HighTower Trust held 10,519 shares of Morgan Stanley worth $947K as of Q1 2023.
HighTower Trust bought 2,904 Morgan Stanley shares in Q1 2023, an estimated $271K.
Morgan Stanley made up 0.09% of HighTower Trust's portfolio in Q1 2023, its #110 holding.
HighTower Trust first reported a position in Morgan Stanley in Q1 2020 and has held it in 7 quarters since.
HighTower Trust's Morgan Stanley position peaked at $1.01M in Q4 2020.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.