Lombard Odier Asset Management (Europe)’s Morgan Stanley MS Stock Holding History

Lombard Odier Asset Management (Europe)’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	-118,700	Closed	-$5.53M	–	386
2018 Q3	$5.53M	Hold	118,700	–	–	0.38%	54
2018 Q2	$5.63M	Buy	118,700 +3,000	+3%	+$157K	0.42%	52
2018 Q1	$6.24M	Buy	115,700 +51,500	+80%	+$2.85M	0.43%	45
2017 Q4	$3.37M	Buy	64,200 +23,500	+58%	+$1.19M	0.21%	63
2017 Q3	$1.96M	Buy	40,700 +40,293	+9,900%	+$1.87M	0.11%	83
2017 Q2	$1.81M	Buy	+407	New	+$17.6K	0.1%	84

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

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

Lombard Odier Asset Management (Europe)'s MS Position: Q1 2022 in Review

Lombard Odier Asset Management (Europe) sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 7,611 shares — an estimated $747K sold.

Lombard Odier Asset Management (Europe) first reported a position in MS in Q2 2016 and held it in 21 quarters. The position peaked at $5.47M in Q4 2019. 1,670 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Lombard Odier Asset Management (Europe) reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 7,611 Morgan Stanley shares in Q1 2022, an estimated $747K.
Lombard Odier Asset Management (Europe) first reported a position in Morgan Stanley in Q2 2016 and held it in 21 quarters.
Lombard Odier Asset Management (Europe)'s Morgan Stanley position peaked at $5.47M in Q4 2019.
1,670 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2022, filed 16 May 2022.