Lourd Capital’s Morgan Stanley MS Stock Holding History

Lourd Capital’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
2019 Q2	$467K	Buy	10,652 +233	+2%	+$10.4K	0.04%	64
2019 Q1	$440K	Sell	10,419 -1,670	-14%	-$70.3K	0.04%	69
2018 Q4	$479K	Buy	12,089 +256	+2%	+$11.2K	0.04%	122
2018 Q3	$551K	Hold	11,833	–	–	0.04%	119
2018 Q2	$561K	Sell	11,833 -1,548	-12%	-$80.9K	0.08%	76
2018 Q1	$722K	Buy	13,381 +32	+0.2%	+$1.77K	0.1%	70
2017 Q4	$700K	Buy	13,349 +3,274	+32%	+$166K	0.05%	111
2017 Q3	$485K	Buy	10,075 +4	+0%	+$186	0.04%	65
2017 Q2	$449K	Buy	10,071 +638	+7%	+$27.5K	0.04%	66
2017 Q1	$404K	Buy	9,433 +2,482	+36%	+$110K	0.04%	68
2016 Q4	$294K	Buy	+6,951	New	+$263K	0.03%	74

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lourd Capital's MS Position: Q2 2019 in Review

Lourd Capital increased its Morgan Stanley (MS) stake by 2.2% in Q2 2019, buying an estimated $10.4K and bringing the position to 10,652 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #64.

Lourd Capital first reported a position in MS in Q4 2016 and has held it in 11 quarters since. The position peaked at $722K in Q1 2018. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

Lourd Capital held 10,652 shares of Morgan Stanley worth $467K as of Q2 2019.
Lourd Capital bought 233 Morgan Stanley shares in Q2 2019, an estimated $10.4K.
Morgan Stanley made up 0.04% of Lourd Capital's portfolio in Q2 2019, its #64 holding.
Lourd Capital first reported a position in Morgan Stanley in Q4 2016 and has held it in 11 quarters since.
Lourd Capital's Morgan Stanley position peaked at $722K in Q1 2018.
1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.