Johnson Midwest Financial’s Morgan Stanley MS Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$26.5K	Hold	324	–	–	0.06%	118
2023 Q2	$27.7K	Hold	324	–	–	0.02%	120
2023 Q1	$28.5K	Hold	324	–	–	0.04%	119
2022 Q4	$28K	Hold	324	–	–	0.1%	113
2022 Q3	$26	Hold	324	–	–	0.1%	115
2022 Q2	$25K	Hold	324	–	–	0.03%	115
2022 Q1	$28K	Hold	324	–	–	0.04%	105
2021 Q4	$32K	Hold	324	–	–	0.02%	106
2021 Q3	$32K	Hold	324	–	–	0.03%	114
2021 Q2	$30K	Hold	324	–	–	0.03%	116
2021 Q1	$25K	Hold	324	–	–	0.03%	118
2020 Q4	$22K	Buy	+324	New	+$18.6K	0.02%	127

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Johnson Midwest Financial's MS Position: Q3 2023 in Review

Johnson Midwest Financial held its Morgan Stanley (MS) position steady in Q3 2023 at 324 shares worth $26.5K. The position accounts for 0.06% of the portfolio, ranked #118.

Johnson Midwest Financial first reported a position in MS in Q4 2020 and has held it in 12 quarters since. The position peaked at $32K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Johnson Midwest Financial held 324 shares of Morgan Stanley worth $26.5K as of Q3 2023.
Johnson Midwest Financial left its Morgan Stanley share count unchanged in Q3 2023.
Morgan Stanley made up 0.06% of Johnson Midwest Financial's portfolio in Q3 2023, its #118 holding.
Johnson Midwest Financial first reported a position in Morgan Stanley in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Morgan Stanley position peaked at $32K in Q4 2021.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.