Jay D. Rosenbaum’s Morgan Stanley MS Stock Holding History

Jay D. Rosenbaum’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
2024 Q1	–	Sell	-3,810	Closed	-$355K	–	50
2023 Q4	$355K	Buy	+3,810	New	+$305K	0.92%	45

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jay D. Rosenbaum's MS Position: Q1 2024 in Review

Jay D. Rosenbaum sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 3,810 shares — an estimated $355K sold.

Jay D. Rosenbaum first reported a position in MS in Q4 2023 and held it in 1 quarter. The position peaked at $355K in Q4 2023. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Jay D. Rosenbaum reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
Jay D. Rosenbaum sold 3,810 Morgan Stanley shares in Q1 2024, an estimated $355K.
Jay D. Rosenbaum first reported a position in Morgan Stanley in Q4 2023 and held it in 1 quarter.
Jay D. Rosenbaum's Morgan Stanley position peaked at $355K in Q4 2023.
1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Jay D. Rosenbaum's 13F filing for Q1 2024, filed 15 May 2024.