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Horan Securities’s Morgan Stanley MS Stock Holding History

Horan Securities’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
Q3 		– Sell
-759
Closed -$64.8K – 445
2023
Q2 		$64.8K Buy
759
+1
+0.1% +$86 0.03% 212
2023
Q1 		$66.6K Buy
758
+20
+3% +$1.87K 0.03% 185
2022
Q4 		$62.8K Buy
738
+238
+48% +$20.3K 0.04% 183
2022
Q3 		$40K Hold
500
– – 0.02% 200
2022
Q2 		$39K Hold
500
– – 0.02% 198
2022
Q1 		$44K Hold
500
– – 0.03% 182
2021
Q4 		$49K Buy
+500
New +$49.8K 0.03% 173
2021
Q2 		$45K Hold
490
– – 0.03% 173
2021
Q1 		$38K Sell
490
-184
-27% -$14.1K 0.03% 167
2020
Q4 		$46K Buy
674
+61
+10% +$3.5K 0.04% 129
2020
Q3 		$30K Buy
613
+98
+19% +$4.94K 0.03% 140
2020
Q2 		$25K Buy
515
+215
+72% +$9.03K 0.03% 109
2020
Q1 		$10K Buy
+300
New +$14.1K 0.01% 132
2018
Q3 		– Sell
-200
Closed -$10K – 216
2018
Q2 		$10K Hold
200
– – 0.01% 125
2018
Q1 		$11K Hold
200
– – 0.01% 109
2017
Q4 		$11K Hold
200
– – 0.01% 109
2017
Q3 		$10K Hold
200
– – 0.01% 103
2017
Q2 		$9K Hold
200
– – 0.01% 101
2017
Q1 		$8K Buy
+200
New +$8.88K 0.01% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return