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Ingalls & Snyder LLC’s Morgan Stanley MS Stock Holding History

Ingalls & Snyder LLC’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
2020
Q1 		– Sell
-13,521
Closed -$691K – 430
2019
Q4 		$691K Buy
13,521
+4,137
+44% +$196K 0.04% 236
2019
Q3 		$400K Hold
9,384
– – 0.02% 316
2019
Q2 		$411K Hold
9,384
– – 0.02% 314
2019
Q1 		$396K Buy
9,384
+1,000
+12% +$42.1K 0.02% 311
2018
Q4 		$332K Buy
+8,384
New +$366K 0.02% 321

Other funds holding MS

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ingalls & Snyder LLC's MS Position: Q1 2020 in Review

Ingalls & Snyder LLC sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 13,521 shares — an estimated $691K sold.

Ingalls & Snyder LLC first reported a position in MS in Q4 2018 and held it in 5 quarters. The position peaked at $691K in Q4 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Ingalls & Snyder LLC reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 13,521 Morgan Stanley shares in Q1 2020, an estimated $691K.
  • Ingalls & Snyder LLC first reported a position in Morgan Stanley in Q4 2018 and held it in 5 quarters.
  • Ingalls & Snyder LLC's Morgan Stanley position peaked at $691K in Q4 2019.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2020, filed 22 Apr 2020.