Jupiter Investment Management’s Morgan Stanley MS Stock Holding History

Jupiter Investment Management’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 Q2	$66.9M	Sell	1,385,201 -479,383	-26%	-$20.1M	1.07%	23
2020 Q1	$63.4M	Buy	1,864,584 +1,265,375	+211%	+$59.6M	1.24%	18
2019 Q4	$30.6M	Buy	599,209 +494,741	+474%	+$23.4M	0.42%	69
2019 Q3	$4.46M	Sell	104,468 -154,082	-60%	-$6.59M	0.06%	246
2019 Q2	$11.3M	Buy	+258,550	New	+$11.5M	0.12%	154
2018 Q2	–	Sell	-4,300	Closed	-$232K	–	419
2018 Q1	$232K	Buy	+4,300	New	+$238K	﹤0.01%	331
2017 Q2	–	Sell	-43,051	Closed	-$1.84M	–	453
2017 Q1	$1.84M	Buy	+43,051	New	+$1.91M	0.03%	207
2016 Q3	–	Sell	-52,895	Closed	-$1.37M	–	418
2016 Q2	$1.37M	Buy	52,895 +51,640	+4,115%	+$1.35M	0.03%	280
2016 Q1	$31K	Buy	+1,255	New	+$32K	﹤0.01%	450
2015 Q4	–	Sell	-2,700	Closed	-$85K	–	344
2015 Q3	$85K	Buy	+2,700	New	+$98.3K	﹤0.01%	311
2013 Q4	–	Sell	-37,800	Closed	-$1.02M	–	378
2013 Q3	$1.02M	Buy	+37,800	New	+$1.01M	0.1%	219

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jupiter Investment Management's MS Position: Q2 2020 in Review

Jupiter Investment Management reduced its Morgan Stanley (MS) stake by 26% in Q2 2020, selling an estimated $20.1M and leaving 1,385,201 shares worth $66.9M. The position accounts for 1.07% of the portfolio, ranked #23.

Jupiter Investment Management first reported a position in MS in Q3 2013 and has held it in 11 quarters since. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

Jupiter Investment Management held 1,385,201 shares of Morgan Stanley worth $66.9M as of Q2 2020.
Jupiter Investment Management sold 479,383 Morgan Stanley shares in Q2 2020, an estimated $20.1M.
Morgan Stanley made up 1.07% of Jupiter Investment Management's portfolio in Q2 2020, its #23 holding.
Jupiter Investment Management first reported a position in Morgan Stanley in Q3 2013 and has held it in 11 quarters since.
1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.