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Jabodon PT Co’s Morgan Stanley MS Stock Holding History

Jabodon PT Co’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
Q3 		– Sell
-44,261
Closed -$2.14M – 38
2020
Q2 		$2.14M Buy
+44,261
New +$1.86M 0.61% 16
2020
Q1 		– Sell
-71,995
Closed -$3.68M – 29
2019
Q4 		$3.68M Buy
71,995
+22,685
+46% +$1.07M 1.4% 12
2019
Q3 		$2.1M Sell
49,310
-10,957
-18% -$468K 0.89% 18
2019
Q2 		$2.64M Buy
60,267
+13,815
+30% +$616K 2.06% 16
2019
Q1 		$1.96M Sell
46,452
-3,757
-7% -$158K 1.65% 12
2018
Q4 		$1.99M Buy
+50,209
New +$2.19M 1.83% 8

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jabodon PT Co's MS Position: Q3 2020 in Review

Jabodon PT Co sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 44,261 shares — an estimated $2.14M sold.

Jabodon PT Co first reported a position in MS in Q4 2018 and held it in 6 quarters. The position peaked at $3.68M in Q4 2019. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Jabodon PT Co reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • Jabodon PT Co sold 44,261 Morgan Stanley shares in Q3 2020, an estimated $2.14M.
  • Jabodon PT Co first reported a position in Morgan Stanley in Q4 2018 and held it in 6 quarters.
  • Jabodon PT Co's Morgan Stanley position peaked at $3.68M in Q4 2019.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Jabodon PT Co's 13F filing for Q3 2020, filed 2 Nov 2020.