Lloyd Park’s Morgan Stanley MS Stock Holding History

Lloyd Park’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 Q3	$1.36M	Hold	17,200	–	–	1.68%	17
2022 Q2	$1.31M	Buy	+17,200	New	+$1.41M	1.37%	23

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lloyd Park's MS Position: Q3 2022 in Review

Lloyd Park held its Morgan Stanley (MS) position steady in Q3 2022 at 17,200 shares worth $1.36M. The position accounts for 1.68% of the portfolio, ranked #17.

Lloyd Park first reported a position in MS in Q2 2022 and has held it in 2 quarters since. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Lloyd Park held 17,200 shares of Morgan Stanley worth $1.36M as of Q3 2022.
Lloyd Park left its Morgan Stanley share count unchanged in Q3 2022.
Morgan Stanley made up 1.68% of Lloyd Park's portfolio in Q3 2022, its #17 holding.
Lloyd Park first reported a position in Morgan Stanley in Q2 2022 and has held it in 2 quarters since.
1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.