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Lloyds Banking Group’s Morgan Stanley MS Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-13,631
Closed -$471K – 284
2014
Q3 		$471K Sell
13,631
-4,643
-25% -$155K 0.13% 182
2014
Q2 		$590K Sell
18,274
-793,377
-98% -$24.5M 0.14% 167
2014
Q1 		$25.3M Sell
811,651
-39,556
-5% -$1.22M 0.23% 129
2013
Q4 		$26.7M Buy
851,207
+87,054
+11% +$2.59M 0.24% 108
2013
Q3 		$20.6M Sell
764,153
-170,561
-18% -$4.58M 0.21% 123
2013
Q2 		$22.8M Buy
+934,714
New +$22.2M 0.24% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lloyds Banking Group's MS Position: Q4 2014 in Review

Lloyds Banking Group sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 13,631 shares — an estimated $471K sold.

Lloyds Banking Group first reported a position in MS in Q2 2013 and held it in 6 quarters. The position peaked at $26.7M in Q4 2013. 791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Lloyds Banking Group reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 13,631 Morgan Stanley shares in Q4 2014, an estimated $471K.
  • Lloyds Banking Group first reported a position in Morgan Stanley in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Morgan Stanley position peaked at $26.7M in Q4 2013.
  • 791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.