JFL
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Jarislowsky, Fraser Ltd’s Morgan Stanley MS Stock Holding History

Jarislowsky, Fraser Ltd’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
Q4 		– Sell
-3,700
Closed -$360K – 226
2021
Q3 		$360K Hold
3,700
– – ﹤0.01% 198
2021
Q2 		$339K Buy
+3,700
New +$317K ﹤0.01% 206

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jarislowsky, Fraser Ltd's MS Position: Q4 2021 in Review

Jarislowsky, Fraser Ltd sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 3,700 shares — an estimated $360K sold.

Jarislowsky, Fraser Ltd first reported a position in MS in Q2 2021 and held it in 2 quarters. The position peaked at $360K in Q3 2021. 1,711 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Jarislowsky, Fraser Ltd reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
  • Jarislowsky, Fraser Ltd sold 3,700 Morgan Stanley shares in Q4 2021, an estimated $360K.
  • Jarislowsky, Fraser Ltd first reported a position in Morgan Stanley in Q2 2021 and held it in 2 quarters.
  • Jarislowsky, Fraser Ltd's Morgan Stanley position peaked at $360K in Q3 2021.
  • 1,711 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Jarislowsky, Fraser Ltd's 13F filing for Q4 2021, filed 10 Feb 2022.