LGL Partners’s Morgan Stanley MS Stock Holding History

LGL 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
2022 Q1	–	Sell	-2,933	Closed	-$288K	–	111
2021 Q4	$288K	Buy	+2,933	New	+$292K	0.03%	83

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGL Partners's MS Position: Q1 2022 in Review

LGL Partners sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 2,933 shares — an estimated $288K sold.

LGL Partners first reported a position in MS in Q4 2021 and held it in 1 quarter. The position peaked at $288K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

LGL Partners reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
LGL Partners sold 2,933 Morgan Stanley shares in Q1 2022, an estimated $288K.
LGL Partners first reported a position in Morgan Stanley in Q4 2021 and held it in 1 quarter.
LGL Partners's Morgan Stanley position peaked at $288K in Q4 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on LGL Partners's 13F filing for Q1 2022, filed 16 May 2022.