Loews Corp’s Morgan Stanley MS Stock Holding History

Loews Corp’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 Q2	–	Sell	-115,000	Closed	-$10.1M	–	48
2022 Q1	$10.1M	Buy	+115,000	New	+$11.1M	0.08%	20
2019 Q4	–	Sell	-4,919	Closed	-$210K	–	109
2019 Q3	$210K	Hold	4,919	–	–	﹤0.01%	104
2019 Q2	$216K	Sell	4,919 -734	-13%	-$32.7K	﹤0.01%	106
2019 Q1	$239K	Hold	5,653	–	–	﹤0.01%	112
2018 Q4	$224K	Hold	5,653	–	–	﹤0.01%	123
2018 Q3	$263K	Hold	5,653	–	–	﹤0.01%	116
2018 Q2	$268K	Hold	5,653	–	–	﹤0.01%	114
2018 Q1	$305K	Sell	5,653 -742	-12%	-$41.1K	﹤0.01%	110
2017 Q4	$336K	Hold	6,395	–	–	﹤0.01%	121
2017 Q3	$308K	Hold	6,395	–	–	﹤0.01%	122
2017 Q2	$285K	Sell	6,395 -497	-7%	-$21.4K	﹤0.01%	120
2017 Q1	$295K	Sell	6,892 -2,012	-23%	-$89.3K	﹤0.01%	107
2016 Q4	$376K	Hold	8,904	–	–	﹤0.01%	103
2016 Q3	$285K	Hold	8,904	–	–	﹤0.01%	116
2016 Q2	$231K	Sell	8,904 -950	-10%	-$24.8K	﹤0.01%	126
2016 Q1	$246K	Buy	9,854 +2,725	+38%	+$69.5K	﹤0.01%	144
2015 Q4	$227K	Hold	7,129	–	–	﹤0.01%	153
2015 Q3	$225K	Hold	7,129	–	–	﹤0.01%	145
2015 Q2	$277K	Hold	7,129	–	–	﹤0.01%	125
2015 Q1	$254K	Hold	7,129	–	–	﹤0.01%	117
2014 Q4	$277K	Sell	7,129 -875	-11%	-$31.1K	﹤0.01%	118
2014 Q3	$277K	Hold	8,004	–	–	﹤0.01%	142
2014 Q2	$259K	Buy	+8,004	New	+$247K	﹤0.01%	149
2013 Q3	–	Sell	-8,204	Closed	-$200K	–	196
2013 Q2	$200K	Buy	+8,204	New	+$195K	﹤0.01%	163

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loews Corp's MS Position: Q2 2022 in Review

Loews Corp sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 115,000 shares — an estimated $10.1M sold.

Loews Corp first reported a position in MS in Q2 2013 and held it in 24 quarters. The position peaked at $10.1M in Q1 2022. 1,604 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Loews Corp reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Loews Corp sold 115,000 Morgan Stanley shares in Q2 2022, an estimated $10.1M.
Loews Corp first reported a position in Morgan Stanley in Q2 2013 and held it in 24 quarters.
Loews Corp's Morgan Stanley position peaked at $10.1M in Q1 2022.
1,604 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Loews Corp's 13F filing for Q2 2022, filed 9 Aug 2022.