Hoese & Co’s Morgan Stanley MS Stock Holding History

Hoese & Co’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
2024 Q4	–	Sell	-100	Closed	-$10.4K	–	196
2024 Q3	$10.4K	Buy	+100	New	+$10.1K	0.01%	120

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Hoese & Co's MS Position: Q4 2024 in Review

Hoese & Co sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 100 shares — an estimated $10.4K sold.

Hoese & Co first reported a position in MS in Q3 2024 and held it in 1 quarter. The position peaked at $10.4K in Q3 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Hoese & Co reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
Hoese & Co sold 100 Morgan Stanley shares in Q4 2024, an estimated $10.4K.
Hoese & Co first reported a position in Morgan Stanley in Q3 2024 and held it in 1 quarter.
Hoese & Co's Morgan Stanley position peaked at $10.4K in Q3 2024.
2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.