M&G Investment Management’s Morgan Stanley MS Stock Holding History

M&G Investment Management’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 Q2	–	Sell	-3,036	Closed	-$267K	–	413
2023 Q1	$267K	Hold	3,036	–	–	﹤0.01%	368
2022 Q4	$258K	Hold	3,036	–	–	﹤0.01%	398
2022 Q3	$240	Sell	3,036 -452	-13%	-$38.1K	﹤0.01%	391
2022 Q2	$265	Sell	3,488 -80	-2%	-$6.55K	﹤0.01%	413
2022 Q1	$310	Sell	3,568 -211	-6%	-$20.4K	﹤0.01%	419
2021 Q4	$370	Sell	3,779 -321,553	-99%	-$32M	﹤0.01%	429
2021 Q3	$31.6K	Sell	325,332 -115,720	-26%	-$11.5M	0.08%	155
2021 Q2	$40.6K	Buy	441,052 +436,879	+10,469%	+$37.5M	0.1%	118
2021 Q1	$325	Sell	4,173 -656	-14%	-$50.3K	﹤0.01%	400
2020 Q4	$333	Sell	4,829 -11,051	-70%	-$634K	﹤0.01%	385
2020 Q3	$762K	Buy	+15,880	New	+$800K	0.01%	317
2020 Q1	–	Sell	-4,834	Closed	-$247K	–	436
2019 Q4	$247K	Buy	+4,834	New	+$229K	﹤0.01%	405

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

M&G Investment Management's MS Position: Q2 2023 in Review

M&G Investment Management sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 3,036 shares — an estimated $267K sold.

M&G Investment Management first reported a position in MS in Q4 2019 and held it in 12 quarters. The position peaked at $762K in Q3 2020. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

M&G Investment Management reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
M&G Investment Management sold 3,036 Morgan Stanley shares in Q2 2023, an estimated $267K.
M&G Investment Management first reported a position in Morgan Stanley in Q4 2019 and held it in 12 quarters.
M&G Investment Management's Morgan Stanley position peaked at $762K in Q3 2020.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on M&G Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.