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Liberty Mutual Group Asset Management’s Morgan Stanley MS Stock Holding History

Liberty Mutual Group Asset Management’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
2018
Q4 		– Sell
-54,486
Closed -$2.54M – 508
2018
Q3 		$2.54M Hold
54,486
– – 0.05% 116
2018
Q2 		$2.58M Sell
54,486
-1,877
-3% -$98.1K 0.07% 102
2018
Q1 		$3.04M Hold
56,363
– – 0.09% 94
2017
Q4 		$2.96M Sell
56,363
-4,575
-8% -$231K 0.09% 98
2017
Q3 		$2.94M Sell
60,938
-32,539
-35% -$1.51M 0.16% 102
2017
Q2 		$4.17M Buy
93,477
+8,873
+10% +$383K 0.17% 101
2017
Q1 		$3.62M Sell
84,604
-24,025
-22% -$1.07M 0.14% 134
2016
Q4 		$4.59M Sell
108,629
-20,117
-16% -$761K 0.16% 99
2016
Q3 		$4.13M Buy
128,746
+18,921
+17% +$564K 0.15% 114
2016
Q2 		$2.85M Buy
109,825
+9,773
+10% +$256K 0.1% 183
2016
Q1 		$2.5M Buy
100,052
+9,088
+10% +$232K 0.1% 205
2015
Q4 		$2.89M Buy
90,964
+14,625
+19% +$486K 0.12% 232
2015
Q3 		$2.4M Buy
76,339
+617
+0.8% +$22.5K 0.09% 244
2015
Q2 		$2.94M Sell
75,722
-29,977
-28% -$1.14M 0.1% 204
2015
Q1 		$3.77M Buy
105,699
+1,373
+1% +$49.3K 0.12% 169
2014
Q4 		$4.05M Buy
104,326
+673
+0.6% +$23.9K 0.13% 140
2014
Q3 		$3.58M Buy
103,653
+3,304
+3% +$110K 0.12% 173
2014
Q2 		$3.25M Buy
100,349
+3,852
+4% +$119K 0.1% 197
2014
Q1 		$3.01M Buy
96,497
+8,953
+10% +$277K 0.1% 200
2013
Q4 		$2.75M Buy
87,544
+3,581
+4% +$106K 0.1% 209
2013
Q3 		$2.26M Buy
83,963
+18,450
+28% +$495K 0.09% 252
2013
Q2 		$1.6M Buy
+65,513
New +$1.55M 0.06% 397

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Liberty Mutual Group Asset Management's MS Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 54,486 shares — an estimated $2.54M sold.

Liberty Mutual Group Asset Management first reported a position in MS in Q2 2013 and held it in 22 quarters. The position peaked at $4.59M in Q4 2016. 1,045 funds tracked by Wall St. Rank hold MS as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 54,486 Morgan Stanley shares in Q4 2018, an estimated $2.54M.
  • Liberty Mutual Group Asset Management first reported a position in Morgan Stanley in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Morgan Stanley position peaked at $4.59M in Q4 2016.
  • 1,045 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.