James Investment Research’s Morgan Stanley MS Stock Holding History

James Investment Research’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
2022 Q1	–	Sell	-39	Closed	-$4K	–	528
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	473
2021 Q3	$4K	Hold	39	–	–	﹤0.01%	457
2021 Q2	$4K	Hold	39	–	–	﹤0.01%	464
2021 Q1	$3K	Buy	+39	New	+$2.99K	﹤0.01%	457
2019 Q1	–	Sell	-26,200	Closed	-$1.04M	–	878
2018 Q4	$1.04M	Sell	26,200 -16,260	-38%	-$710K	0.06%	336
2018 Q3	$1.98M	Buy	42,460 +5,100	+14%	+$249K	0.08%	399
2018 Q2	$1.77M	Buy	37,360 +2,355	+7%	+$123K	0.07%	422
2018 Q1	$1.89M	Buy	35,005 +850	+2%	+$47K	0.07%	348
2017 Q4	$1.79M	Sell	34,155 -800	-2%	-$40.5K	0.06%	359
2017 Q3	$1.68M	Buy	34,955 +5,300	+18%	+$246K	0.06%	366
2017 Q2	$1.32M	Buy	+29,655	New	+$1.28M	0.04%	327
2017 Q1	–	Sell	-100	Closed	-$4K	–	682
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	512
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	520
2016 Q2	$3K	Buy	+100	New	+$2.62K	﹤0.01%	481

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's MS Position: Q1 2022 in Review

James Investment Research sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 39 shares — an estimated $4K sold.

James Investment Research first reported a position in MS in Q2 2016 and held it in 14 quarters. The position peaked at $1.98M in Q3 2018. 1,667 funds tracked by Wall St. Rank hold MS as of Q1 2022.

James Investment Research reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
James Investment Research sold 39 Morgan Stanley shares in Q1 2022, an estimated $4K.
James Investment Research first reported a position in Morgan Stanley in Q2 2016 and held it in 14 quarters.
James Investment Research's Morgan Stanley position peaked at $1.98M in Q3 2018.
1,667 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on James Investment Research's 13F filing for Q1 2022, filed 22 Apr 2022.