Inherent Group’s Morgan Stanley MS Stock Holding History

Inherent Group’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
2021 Q2	–	Sell	-50,000	Closed	-$3.88M	–	53
2021 Q1	$3.88M	Hold	50,000	–	–	0.55%	32
2020 Q4	$3.43M	Buy	+50,000	New	+$2.87M	0.73%	22

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Inherent Group's MS Position: Q4 2021 in Review

Inherent Group sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 21,157 shares — an estimated $2.06M sold.

Inherent Group first reported a position in MS in Q4 2020 and held it in 4 quarters. The position peaked at $11.9M in Q1 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

Inherent Group reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
Inherent Group sold 21,157 Morgan Stanley shares in Q4 2021, an estimated $2.06M.
Inherent Group first reported a position in Morgan Stanley in Q4 2020 and held it in 4 quarters.
Inherent Group's Morgan Stanley position peaked at $11.9M in Q1 2021.
1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Inherent Group's 13F filing for Q4 2021, filed 14 Feb 2022.