MS
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Marshall & Sullivan’s Morgan Stanley MS Stock Holding History

Marshall & Sullivan’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
Q1 		– Sell
-500
Closed -$42.5K – 61
2022
Q4 		$42.5K Buy
+500
New +$42.6K 0.03% 64
2022
Q3 		– Sell
-500
Closed -$38K – 71
2022
Q2 		$38K Buy
+500
New +$41K 0.02% 61

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall & Sullivan's MS Position: Q1 2023 in Review

Marshall & Sullivan sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 500 shares — an estimated $42.5K sold.

Marshall & Sullivan first reported a position in MS in Q2 2022 and held it in 2 quarters. The position peaked at $42.5K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Marshall & Sullivan reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Marshall & Sullivan sold 500 Morgan Stanley shares in Q1 2023, an estimated $42.5K.
  • Marshall & Sullivan first reported a position in Morgan Stanley in Q2 2022 and held it in 2 quarters.
  • Marshall & Sullivan's Morgan Stanley position peaked at $42.5K in Q4 2022.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Marshall & Sullivan's 13F filing for Q1 2023, filed 10 Apr 2023.