LPLP
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Lansdowne Partners Limited Partnership’s Morgan Stanley MS Stock Holding History

Lansdowne Partners 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
2014
Q1 		$49M Buy
+1,572,528
New +$48.6M 0.41% 21
2013
Q4 		– Sell
-100,000
Closed -$2.69M – 46
2013
Q3 		$2.69M Buy
+100,000
New +$2.68M 0.03% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Lansdowne Partners Limited Partnership's MS Position: Q1 2014 in Review

Lansdowne Partners Limited Partnership opened a new position in Morgan Stanley (MS) in Q1 2014: 1,572,528 shares worth $49M. The stake represents 0.41% of the portfolio and ranks #21 among its holdings. This is a return to the name: Lansdowne Partners Limited Partnership previously reported a position in MS as recently as Q3 2013.

Lansdowne Partners Limited Partnership first reported a position in MS in Q3 2013 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Lansdowne Partners Limited Partnership held 1,572,528 shares of Morgan Stanley worth $49M as of Q1 2014.
  • Morgan Stanley was a new Lansdowne Partners Limited Partnership position in Q1 2014.
  • Morgan Stanley made up 0.41% of Lansdowne Partners Limited Partnership's portfolio in Q1 2014, its #21 holding.
  • Lansdowne Partners Limited Partnership first reported a position in Morgan Stanley in Q3 2013 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Lansdowne Partners Limited Partnership's 13F filing for Q1 2014, filed 14 May 2014.