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Horizon Bancorp’s Morgan Stanley MS Stock Holding History

Horizon Bancorp’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
Q2 		– Sell
-173
Closed -$16K – 237
2024
Q1 		$16K Hold
173
– – 0.01% 180
2023
Q4 		$16K Hold
173
– – 0.01% 184
2023
Q3 		$14K Sell
173
-127
-42% -$11K 0.01% 181
2023
Q2 		$26K Hold
300
– – 0.02% 146
2023
Q1 		$26K Buy
+300
New +$28K 0.02% 107

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Horizon Bancorp's MS Position: Q2 2024 in Review

Horizon Bancorp sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 173 shares — an estimated $16K sold.

Horizon Bancorp first reported a position in MS in Q1 2023 and held it in 5 quarters. The position peaked at $26K in Q2 2023. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Horizon Bancorp reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Horizon Bancorp sold 173 Morgan Stanley shares in Q2 2024, an estimated $16K.
  • Horizon Bancorp first reported a position in Morgan Stanley in Q1 2023 and held it in 5 quarters.
  • Horizon Bancorp's Morgan Stanley position peaked at $26K in Q2 2023.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Horizon Bancorp's 13F filing for Q2 2024, filed 24 Jul 2024.