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KB Financial Partners’s Morgan Stanley MS Stock Holding History

KB Financial Partners’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 		$71K Buy
865
+738
+581% +$64.1K 0.02% 228
2023
Q2 		$11K Hold
127
– – ﹤0.01% 388
2023
Q1 		$11K Buy
127
+55
+76% +$5.13K ﹤0.01% 382
2022
Q4 		$6K Hold
72
– – ﹤0.01% 408
2022
Q3 		$6K Hold
72
– – ﹤0.01% 403
2022
Q2 		$5K Hold
72
– – ﹤0.01% 413
2022
Q1 		$6K Hold
72
– – ﹤0.01% 458
2021
Q4 		$7K Buy
+72
New +$7.17K ﹤0.01% 469
2021
Q3 		– Sell
-72
Closed -$7K – 421
2021
Q2 		$7K Sell
72
-312
-81% -$26.8K ﹤0.01% 440
2021
Q1 		$30K Buy
+384
New +$29.4K 0.01% 315

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KB Financial Partners's MS Position: Q3 2023 in Review

KB Financial Partners increased its Morgan Stanley (MS) stake by 581% in Q3 2023, buying an estimated $64.1K and bringing the position to 865 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #228.

KB Financial Partners first reported a position in MS in Q1 2021 and has held it in 10 quarters since. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • KB Financial Partners held 865 shares of Morgan Stanley worth $71K as of Q3 2023.
  • KB Financial Partners bought 738 Morgan Stanley shares in Q3 2023, an estimated $64.1K.
  • Morgan Stanley made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #228 holding.
  • KB Financial Partners first reported a position in Morgan Stanley in Q1 2021 and has held it in 10 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.