LJAC
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L.J. Altfest & Co’s Morgan Stanley MS Stock Holding History

L.J. Altfest & Co’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
2021
Q1 		– Sell
-11,002
Closed -$754K – 288
2020
Q4 		$754K Sell
11,002
-477
-4% -$27.4K 0.18% 100
2020
Q3 		$555K Buy
11,479
+2,295
+25% +$116K 0.15% 111
2020
Q2 		$444K Buy
9,184
+1,881
+26% +$79K 0.13% 124
2020
Q1 		$248K Buy
+7,303
New +$344K 0.08% 153

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

L.J. Altfest & Co's MS Position: Q1 2021 in Review

L.J. Altfest & Co sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 11,002 shares — an estimated $754K sold.

L.J. Altfest & Co first reported a position in MS in Q1 2020 and held it in 4 quarters. The position peaked at $754K in Q4 2020. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • L.J. Altfest & Co reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • L.J. Altfest & Co sold 11,002 Morgan Stanley shares in Q1 2021, an estimated $754K.
  • L.J. Altfest & Co first reported a position in Morgan Stanley in Q1 2020 and held it in 4 quarters.
  • L.J. Altfest & Co's Morgan Stanley position peaked at $754K in Q4 2020.
  • 1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on L.J. Altfest & Co's 13F filing for Q1 2021, filed 7 May 2021.