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McDonald Partners’s Morgan Stanley MS Stock Holding History

McDonald Partners’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
2024
Q4 		– Sell
-4,132
Closed -$431K – 244
2024
Q3 		$431K Sell
4,132
-1,424
-26% -$143K 0.11% 172
2024
Q2 		$540K Hold
5,556
– – 0.14% 153
2024
Q1 		$523K Sell
5,556
-428
-7% -$37.7K 0.14% 163
2023
Q4 		$558K Sell
5,984
-1,892
-24% -$151K 0.17% 152
2023
Q3 		$643K Sell
7,876
-1,819
-19% -$158K 0.21% 125
2023
Q2 		$828K Sell
9,695
-1,056
-10% -$90.3K 0.25% 113
2023
Q1 		$944K Sell
10,751
-81
-0.7% -$7.56K 0.31% 96
2022
Q4 		$921K Sell
10,832
-35
-0.3% -$2.98K 0.31% 93
2022
Q3 		$859K Sell
10,867
-6,867
-39% -$579K 0.33% 91
2022
Q2 		$1.35M Sell
17,734
-178
-1% -$14.6K 0.34% 85
2022
Q1 		$1.56M Buy
+17,912
New +$1.73M 0.34% 85
2021
Q4 		– Sell
-14,678
Closed -$1.43M – 659
2021
Q3 		$1.43M Sell
14,678
-1,218
-8% -$121K 0.34% 85
2021
Q2 		$1.46M Sell
15,896
-244
-2% -$20.9K 0.34% 84
2021
Q1 		$1.25M Buy
16,140
+4,859
+43% +$372K 0.32% 91
2020
Q4 		$773K Buy
+11,281
New +$647K 0.22% 127

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

McDonald Partners's MS Position: Q4 2024 in Review

McDonald Partners sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 4,132 shares — an estimated $431K sold.

McDonald Partners first reported a position in MS in Q4 2020 and held it in 15 quarters. The position peaked at $1.56M in Q1 2022. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • McDonald Partners reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • McDonald Partners sold 4,132 Morgan Stanley shares in Q4 2024, an estimated $431K.
  • McDonald Partners first reported a position in Morgan Stanley in Q4 2020 and held it in 15 quarters.
  • McDonald Partners's Morgan Stanley position peaked at $1.56M in Q1 2022.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on McDonald Partners's 13F filing for Q4 2024, filed 31 Jan 2025.