KWILP
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Kiwi Wealth Investments Limited Partnership’s Morgan Stanley MS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-181,556
Closed -$15.5M – 144
2023
Q2 		$15.5M Hold
181,556
– – 0.96% 27
2023
Q1 		$15.9M Buy
181,556
+25,466
+16% +$2.38M 1.03% 27
2022
Q4 		$13.3M Sell
156,090
-42,699
-21% -$3.64M 0.88% 33
2022
Q3 		$15.1M Hold
198,789
– – 1.05% 20
2022
Q2 		$15.1M Buy
198,789
+17,433
+10% +$1.43M 1.05% 20
2022
Q1 		$15.9M Buy
181,356
+66,365
+58% +$6.4M 0.86% 27
2021
Q4 		$11.3M Sell
114,991
-22,569
-16% -$2.25M 0.53% 54
2021
Q3 		$13.4M Sell
137,560
-22,714
-14% -$2.25M 0.68% 39
2021
Q2 		$14.7M Buy
160,274
+30,751
+24% +$2.64M 0.76% 34
2021
Q1 		$10.1M Sell
129,523
-122,761
-49% -$9.41M 0.58% 49
2020
Q4 		$17.3M Buy
+252,284
New +$14.5M 1.02% 18
2020
Q3 		– Sell
-81,770
Closed -$3.95M – 257
2020
Q2 		$3.95M Sell
81,770
-6,451
-7% -$271K 0.32% 82
2020
Q1 		$3M Buy
88,221
+18,195
+26% +$857K 0.3% 89
2019
Q4 		$3.58M Sell
70,026
-39,165
-36% -$1.85M 0.26% 103
2019
Q3 		$4.66M Sell
109,191
-7,967
-7% -$340K 0.37% 73
2019
Q2 		$5.13M Buy
117,158
+5,188
+5% +$231K 0.45% 62
2019
Q1 		$4.72M Sell
111,970
-1,437
-1% -$60.5K 0.43% 76
2018
Q4 		$4.5M Sell
113,407
-4,886,593
-98% -$213M 0.47% 64
2018
Q3 		$4.91M Buy
+5,000,000
New +$244M 0.46% 61
2017
Q3 		– Sell
-15,617
Closed -$696K – 145
2017
Q2 		$696K Buy
+15,617
New +$673K 0.06% 142
2016
Q2 		– Sell
-148,338
Closed -$3.71M – 123
2016
Q1 		$3.71M Buy
148,338
+25,768
+21% +$658K 0.38% 93
2015
Q4 		$3.9M Buy
122,570
+6,749
+6% +$224K 0.44% 83
2015
Q3 		$3.65M Buy
+115,821
New +$4.22M 0.43% 82
2014
Q2 		– Sell
-433,341
Closed -$13.5M – 59
2014
Q1 		$13.5M Buy
+433,341
New +$13.4M 1.64% 29

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

Kiwi Wealth Investments Limited Partnership's MS Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 181,556 shares — an estimated $15.5M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MS in Q1 2014 and held it in 24 quarters. The position peaked at $17.3M in Q4 2020. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 181,556 Morgan Stanley shares in Q3 2023, an estimated $15.5M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Morgan Stanley in Q1 2014 and held it in 24 quarters.
  • Kiwi Wealth Investments Limited Partnership's Morgan Stanley position peaked at $17.3M in Q4 2020.
  • 1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.