Industrial Alliance Investment Management’s Morgan Stanley MS Stock Holding History

Industrial Alliance Investment Management’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	-2,550	Closed	-$218K	–	110
2023 Q2	$218K	Sell	2,550 -55,290	-96%	-$4.73M	0.11%	77
2023 Q1	$5.08M	Buy	57,840 +20,670	+56%	+$1.93M	0.14%	129
2022 Q4	$3.16M	Sell	37,170 -421	-1%	-$35.9K	0.09%	189
2022 Q3	$2.97M	Sell	37,591 -371	-1%	-$31.3K	0.09%	183
2022 Q2	$2.89M	Sell	37,962 -5,676	-13%	-$465K	0.08%	193
2022 Q1	$3.81M	Sell	43,638 -1,966	-4%	-$190K	0.09%	185
2021 Q4	$4.48M	Buy	+45,604	New	+$4.54M	0.1%	175

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Industrial Alliance Investment Management's MS Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 2,550 shares — an estimated $218K sold.

Industrial Alliance Investment Management first reported a position in MS in Q4 2021 and held it in 7 quarters. The position peaked at $5.08M in Q1 2023. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Industrial Alliance Investment Management reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 2,550 Morgan Stanley shares in Q3 2023, an estimated $218K.
Industrial Alliance Investment Management first reported a position in Morgan Stanley in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's Morgan Stanley position peaked at $5.08M in Q1 2023.
1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.