MFM
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MD Financial Management’s Morgan Stanley MS Stock Holding History

MD Financial 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
2021
Q4 		$2.54M Buy
25,907
+4,600
+22% +$458K 0.06% 153
2021
Q3 		$2.07M Sell
21,307
-10,011
-32% -$992K 0.05% 175
2021
Q2 		$2.87M Buy
+31,318
New +$2.69M 0.08% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MD Financial Management's MS Position: Q4 2021 in Review

MD Financial Management increased its Morgan Stanley (MS) stake by 22% in Q4 2021, buying an estimated $458K and bringing the position to 25,907 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #153.

MD Financial Management first reported a position in MS in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.87M in Q2 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • MD Financial Management held 25,907 shares of Morgan Stanley worth $2.54M as of Q4 2021.
  • MD Financial Management bought 4,600 Morgan Stanley shares in Q4 2021, an estimated $458K.
  • Morgan Stanley made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #153 holding.
  • MD Financial Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Morgan Stanley position peaked at $2.87M in Q2 2021.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.