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HoyleCohen’s Morgan Stanley MS Stock Holding History

HoyleCohen’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 		$353K Sell
3,632
-438
-11% -$41.7K 0.03% 213
2024
Q1 		$383K Buy
4,070
+7
+0.2% +$616 0.03% 216
2023
Q4 		$379K Buy
4,063
+474
+13% +$37.9K 0.03% 212
2023
Q3 		$293K Buy
3,589
+125
+4% +$10.9K 0.03% 214
2023
Q2 		$296K Sell
3,464
-665
-16% -$56.9K 0.03% 223
2023
Q1 		$363K Buy
4,129
+270
+7% +$25.2K 0.03% 206
2022
Q4 		$328K Buy
3,859
+258
+7% +$22K 0.03% 216
2022
Q3 		$284K Sell
3,601
-66
-2% -$5.56K 0.03% 214
2022
Q2 		$279K Buy
3,667
+3
+0.1% +$246 0.03% 219
2022
Q1 		$320K Buy
3,664
+464
+15% +$44.8K 0.03% 219
2021
Q4 		$314K Sell
3,200
-869
-21% -$86.6K 0.03% 226
2021
Q3 		$396K Buy
4,069
+3
+0.1% +$297 0.04% 200
2021
Q2 		$373 Buy
4,066
+2
+0% +$171 0.03% 203
2021
Q1 		$316K Buy
+4,064
New +$311K 0.03% 212
2020
Q1 		– Sell
-4,525
Closed -$231K – 184
2019
Q4 		$231K Buy
+4,525
New +$214K 0.04% 182

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HoyleCohen's MS Position: Q2 2024 in Review

HoyleCohen reduced its Morgan Stanley (MS) stake by 11% in Q2 2024, selling an estimated $41.7K and leaving 3,632 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #213.

HoyleCohen first reported a position in MS in Q4 2019 and has held it in 15 quarters since. The position peaked at $396K in Q3 2021. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • HoyleCohen held 3,632 shares of Morgan Stanley worth $353K as of Q2 2024.
  • HoyleCohen sold 438 Morgan Stanley shares in Q2 2024, an estimated $41.7K.
  • Morgan Stanley made up 0.03% of HoyleCohen's portfolio in Q2 2024, its #213 holding.
  • HoyleCohen first reported a position in Morgan Stanley in Q4 2019 and has held it in 15 quarters since.
  • HoyleCohen's Morgan Stanley position peaked at $396K in Q3 2021.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.