LVZ Inc’s Morgan Stanley MS Stock Holding History

LVZ Inc’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
2023 Q3	–	Sell	-4,732	Closed	-$404K	–	143
2023 Q2	$404K	Hold	4,732	–	–	0.06%	86
2023 Q1	$415K	Hold	4,732	–	–	0.06%	84
2022 Q4	$402K	Hold	4,732	–	–	0.06%	84
2022 Q3	$374K	Hold	4,732	–	–	0.07%	73
2022 Q2	$360K	Hold	4,732	–	–	0.06%	73
2022 Q1	$414K	Hold	4,732	–	–	0.06%	67
2021 Q4	$464K	Hold	4,732	–	–	0.06%	61
2021 Q3	$460K	Sell	4,732 -589	-11%	-$58.4K	0.07%	57
2021 Q2	$488K	Buy	+5,321	New	+$456K	0.07%	56

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LVZ Inc's MS Position: Q3 2023 in Review

LVZ Inc sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 4,732 shares — an estimated $404K sold.

LVZ Inc first reported a position in MS in Q2 2021 and held it in 9 quarters. The position peaked at $488K in Q2 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

LVZ Inc reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
LVZ Inc sold 4,732 Morgan Stanley shares in Q3 2023, an estimated $404K.
LVZ Inc first reported a position in Morgan Stanley in Q2 2021 and held it in 9 quarters.
LVZ Inc's Morgan Stanley position peaked at $488K in Q2 2021.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on LVZ Inc's 13F filing for Q3 2023, filed 8 Nov 2023.