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Lake Street Advisors Group’s Morgan Stanley MS Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$4.42M Buy
35,185
+12,097
+52% +$1.49M 0.2% 73
2024
Q3 		$2.41M Sell
23,088
-12,274
-35% -$1.24M 0.11% 102
2024
Q2 		$3.44M Buy
35,362
+285
+0.8% +$27.1K 0.17% 83
2024
Q1 		$3.3M Buy
35,077
+1,222
+4% +$108K 0.15% 92
2023
Q4 		$3.16M Sell
33,855
-711
-2% -$56.9K 0.16% 90
2023
Q3 		$2.82M Sell
34,566
-645
-2% -$56K 0.17% 89
2023
Q2 		$3.01M Buy
35,211
+17,350
+97% +$1.48M 0.17% 88
2023
Q1 		$1.57M Buy
17,861
+5,557
+45% +$519K 0.1% 129
2022
Q4 		$1.05M Sell
12,304
-958
-7% -$81.6K 0.07% 147
2022
Q3 		$1.05M Sell
13,262
-284
-2% -$23.9K 0.08% 144
2022
Q2 		$1.03M Buy
13,546
+202
+2% +$16.5K 0.07% 141
2022
Q1 		$1.17M Buy
13,344
+1,287
+11% +$124K 0.07% 140
2021
Q4 		$1.18M Sell
12,057
-241
-2% -$24K 0.07% 138
2021
Q3 		$1.2M Buy
12,298
+4,215
+52% +$418K 0.13% 105
2021
Q2 		$846K Buy
8,083
+56
+0.7% +$4.8K 0.06% 122
2021
Q1 		$623K Buy
8,027
+22
+0.3% +$1.69K 0.05% 138
2020
Q4 		$549K Buy
8,005
+1,485
+23% +$85.2K 0.05% 146
2020
Q3 		$315K Buy
6,520
+294
+5% +$14.8K 0.03% 202
2020
Q2 		$301K Sell
6,226
-258
-4% -$10.8K 0.03% 202
2020
Q1 		$220K Buy
6,484
+2,094
+48% +$98.6K 0.03% 213
2019
Q4 		$224K Buy
+4,390
New +$208K 0.02% 228
2018
Q3 		– Sell
-6,368
Closed -$302K – 281
2018
Q2 		$302K Sell
6,368
-754
-11% -$39.4K 0.03% 222
2018
Q1 		$384K Sell
7,122
-553
-7% -$30.6K 0.04% 159
2017
Q4 		$403K Buy
+7,675
New +$388K 0.05% 166

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lake Street Advisors Group's MS Position: Q4 2024 in Review

Lake Street Advisors Group increased its Morgan Stanley (MS) stake by 52% in Q4 2024, buying an estimated $1.49M and bringing the position to 35,185 shares worth $4.42M. The position accounts for 0.2% of the portfolio, ranked #73.

Lake Street Advisors Group first reported a position in MS in Q4 2017 and has held it in 24 quarters since. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Lake Street Advisors Group held 35,185 shares of Morgan Stanley worth $4.42M as of Q4 2024.
  • Lake Street Advisors Group bought 12,097 Morgan Stanley shares in Q4 2024, an estimated $1.49M.
  • Morgan Stanley made up 0.2% of Lake Street Advisors Group's portfolio in Q4 2024, its #73 holding.
  • Lake Street Advisors Group first reported a position in Morgan Stanley in Q4 2017 and has held it in 24 quarters since.
  • 2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.